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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 | $697 | $25,014-97.2% | $69,623-99.0% | $80,935-99.1% |
| Participation rate | 54.3% | 64.2%-9.9pp | 66.4%-12.2pp | 67.7%-13.4pp |
| Annual return | -4.65% | 19.08%-23.7pp | 101.23%-105.9pp | 35.66%-40.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $171 | $1,840-90.7% | $2,890-94.1% | $4,299-96.0% |
| Admin fee / account holder | $432 | $2,491-82.6% | $4,696-90.8% | $6,924-93.8% |