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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 | $3,605 | $87,544-95.9% | $75,784-95.2% | $125,388-97.1% |
| Participation rate | 28.6% | 80.2%-51.6pp | 75.8%-47.2pp | 83.2%-54.6pp |
| Annual return | -6.77% | 13.49%-20.3pp | 9.68%-16.5pp | 282.24%-289.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $549 | $4,229-87.0% | $3,652-85.0% | $5,352-89.7% |
| Admin fee / account holder | $2,323 | $6,502-64.3% | $5,300-56.2% | $9,541-75.7% |