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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 | $5,870 | $26,805-78.1% | $59,496-90.1% | $52,331-88.8% |
| Participation rate | 33.0% | 39.3%-6.3pp | 54.6%-21.5pp | 68.1%-35.1pp |
| Annual return | -3.69% | 2.61%-6.3pp | 182.05%-185.7pp | 4.54%-8.2pp |
| Employer contribution / active EE | $201 | $450-55.4% | $1,153-82.6% | $1,882-89.3% |
| Participant deferral / active EE | $345 | $916-62.3% | $1,829-81.1% | $3,022-88.6% |
| Admin fee / account holder | $1,720 | $305+464.2% | $2,232-22.9% | $592+190.7% |