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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,965 | $45,872-84.8% | $77,081-91.0% | $68,495-89.8% |
| Participation rate | 42.9% | 55.9%-13.1pp | 67.9%-25.1pp | 67.9%-25.0pp |
| Annual return | -21.11% | 1.73%-22.8pp | 42.33%-63.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $278 | $1,650-83.2% | $2,813-90.1% | $2,596-89.3% |
| Participant deferral / active EE | $625 | $2,963-78.9% | $4,428-85.9% | $4,028-84.5% |
| Admin fee / account holder | $1,606 | $3,041-47.2% | $5,427-70.4% | $5,403-70.3% |