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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 | $5,884 | $81,487-92.8% | $102,412-94.3% | $80,935-92.7% |
| Participation rate | 6.8% | 66.8%-60.0pp | 74.5%-67.7pp | 67.7%-60.8pp |
| Annual return | -15.94% | 25.60%-41.5pp | 24.94%-40.9pp | 35.66%-51.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $193 | $3,871-95.0% | $5,060-96.2% | $4,299-95.5% |
| Admin fee / account holder | $1,391 | $6,717-79.3% | $8,388-83.4% | $6,924-79.9% |