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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 | $3,903 | $114,013-96.6% | $103,693-96.2% | $155,188-97.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | -2.88% | 49.31%-52.2pp | 47.61%-50.5pp | 148.84%-151.7pp |
| Employer contribution / active EE | $310 | $3,131-90.1% | $2,920-89.4% | $4,248-92.7% |
| Participant deferral / active EE | $493 | $4,970-90.1% | $4,579-89.2% | $6,531-92.5% |
| Admin fee / account holder | $1,259 | $8,407-85.0% | $7,858-84.0% | $14,480-91.3% |