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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 | $8,705 | $71,872-87.9% | $86,691-90.0% | $68,495-87.3% |
| Participation rate | 24.1% | 72.2%-48.1pp | 76.6%-52.4pp | 67.9%-43.8pp |
| Annual return | -19.70% | 3.53%-23.2pp | 35.94%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,037 | $3,779-72.6% | $4,656-77.7% | $4,028-74.2% |
| Admin fee / account holder | $4,920 | $6,112-19.5% | $7,492-34.3% | $5,403-8.9% |