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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 | $5,307 | $59,819-91.1% | $79,583-93.3% | $68,490-92.3% |
| Participation rate | 17.0% | 61.1%-44.1pp | 69.5%-52.5pp | 67.9%-50.9pp |
| Annual return | -42.39% | -12.30%-30.1pp | 0.16%-42.6pp | -7.85%-34.5pp |
| Employer contribution / active EE | $397 | $1,505-73.6% | $2,414-83.5% | $2,597-84.7% |
| Participant deferral / active EE | $641 | $3,025-78.8% | $3,986-83.9% | $4,028-84.1% |
| Admin fee / account holder | $818 | $4,835-83.1% | $6,835-88.0% | $5,403-84.9% |