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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 | $5,472 | $85,790-93.6% | $67,313-91.9% | $135,379-96.0% |
| Participation rate | 58.3% | 76.5%-18.1pp | 69.1%-10.7pp | 82.6%-24.3pp |
| Annual return | -21.71% | -0.54%-21.2pp | -4.08%-17.6pp | 519.79%-541.5pp |
| Employer contribution / active EE | $722 | $3,487-79.3% | $2,566-71.9% | $4,779-84.9% |
| Participant deferral / active EE | $814 | $4,651-82.5% | $3,568-77.2% | $5,609-85.5% |
| Admin fee / account holder | $688 | $6,392-89.2% | $4,507-84.7% | $10,828-93.6% |