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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 | $5,315 | $106,247-95.0% | $96,515-94.5% | $139,466-96.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | -28.25% | 38.47%-66.7pp | 35.73%-64.0pp | 373.66%-401.9pp |
| Employer contribution / active EE | $879 | $4,106-78.6% | $3,740-76.5% | $4,754-81.5% |
| Participant deferral / active EE | $1,252 | $5,456-77.0% | $4,880-74.3% | $6,712-81.3% |
| Admin fee / account holder | $1,489 | $7,885-81.1% | $6,735-77.9% | $11,409-86.9% |