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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 | $2,830 | $73,988-96.2% | $96,538-97.1% | $75,177-96.2% |
| Participation rate | 10.3% | 66.4%-56.1pp | 74.3%-64.0pp | 67.2%-56.9pp |
| Annual return | -31.21% | 26.73%-57.9pp | 35.74%-66.9pp | 160.75%-192.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $181 | $3,660-95.0% | $4,880-96.3% | $4,126-95.6% |
| Admin fee / account holder | $551 | $5,220-89.4% | $6,737-91.8% | $5,651-90.2% |