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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 | $4,165 | $92,219-95.5% | $76,767-94.6% | $135,380-96.9% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -9.50% | 5.46%-15.0pp | 2.43%-11.9pp | 519.81%-529.3pp |
| Employer contribution / active EE | $631 | $3,216-80.4% | $2,485-74.6% | $4,779-86.8% |
| Participant deferral / active EE | $985 | $4,508-78.1% | $3,852-74.4% | $5,609-82.4% |
| Admin fee / account holder | $1,370 | $10,749-87.3% | $6,675-79.5% | $10,828-87.3% |