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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 | $4,243 | $43,730-90.3% | $121,208-96.5% | $64,181-93.4% |
| Participation rate | 43.3% | 58.3%-15.0pp | 71.8%-28.4pp | 69.6%-26.2pp |
| Annual return | -8.34% | 68.94%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $358 | $1,297-72.4% | $4,023-91.1% | $2,381-85.0% |
| Participant deferral / active EE | $350 | $2,281-84.7% | $3,345-89.5% | $3,470-89.9% |
| Admin fee / account holder | $1,286 | $3,502-63.3% | $5,020-74.4% | $4,887-73.7% |