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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 | $4,078 | $59,839-93.2% | $81,991-95.0% | $79,852-94.9% |
| Participation rate | 9.1% | 61.6%-52.5pp | 69.3%-60.2pp | 69.6%-60.5pp |
| Annual return | -0.85% | 17.56%-18.4pp | 41.31%-42.2pp | 31.72%-32.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $158 | $2,695-94.1% | $3,722-95.8% | $3,740-95.8% |
| Admin fee / account holder | $2,226 | $4,287-48.1% | $5,665-60.7% | $5,306-58.1% |