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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 | $4,753 | $56,484-91.6% | $169,452-97.2% | $64,173-92.6% |
| Participation rate | 5.2% | 64.5%-59.4pp | 77.8%-72.6pp | 69.6%-64.4pp |
| Annual return | -8.43% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $207 | $3,448-94.0% | $5,277-96.1% | $3,470-94.0% |
| Admin fee / account holder | $1,172 | $4,174-71.9% | $9,110-87.1% | $4,887-76.0% |