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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 | $5,862 | $43,730-86.6% | $121,220-95.2% | $64,173-90.9% |
| Participation rate | 35.5% | 58.3%-22.9pp | 71.8%-36.3pp | 69.6%-34.1pp |
| Annual return | -10.56% | 68.94%-79.5pp | 16.94%-27.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $247 | $1,297-80.9% | $4,023-93.8% | $2,381-89.6% |
| Participant deferral / active EE | $500 | $2,281-78.1% | $3,345-85.1% | $3,470-85.6% |
| Admin fee / account holder | $1,088 | $3,502-68.9% | $5,021-78.3% | $4,887-77.7% |