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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 | $115,225-95.1% | $100,712-94.4% | $138,895-95.9% |
| Participation rate | 54.5% | 74.3%-19.8pp | 69.3%-14.7pp | 79.9%-25.4pp |
| Annual return | -3.01% | 40.35%-43.4pp | 33.27%-36.3pp | 145.39%-148.4pp |
| Employer contribution / active EE | $634 | $2,771-77.1% | $2,313-72.6% | $4,194-84.9% |
| Participant deferral / active EE | $1,088 | $4,699-76.8% | $4,085-73.4% | $6,396-83.0% |
| Admin fee / account holder | $3,100 | $10,844-71.4% | $9,256-66.5% | $12,562-75.3% |