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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 | $4,800 | $56,484-91.5% | $169,452-97.2% | $64,173-92.5% |
| Participation rate | 42.9% | 64.5%-21.7pp | 77.8%-34.9pp | 69.6%-26.7pp |
| Annual return | -9.25% | -1.55%-7.7pp | 1.83%-11.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,128 | $3,448-67.3% | $5,277-78.6% | $3,470-67.5% |
| Admin fee / account holder | $783 | $4,174-81.2% | $9,110-91.4% | $4,887-84.0% |