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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 | $5,644 | $112,729-95.0% | $98,716-94.3% | $137,256-95.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | -3.01% | 38.48%-41.5pp | 31.81%-34.8pp | 220.34%-223.3pp |
| Employer contribution / active EE | $634 | $2,725-76.7% | $2,279-72.2% | $4,156-84.7% |
| Participant deferral / active EE | $1,088 | $4,640-76.5% | $4,048-73.1% | $6,407-83.0% |
| Admin fee / account holder | $3,100 | $10,129-69.4% | $8,703-64.4% | $12,270-74.7% |