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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 | $5,269 | $54,726-90.4% | $68,793-92.3% | $64,181-91.8% |
| Participation rate | 44.9% | 68.0%-23.1pp | 72.2%-27.3pp | 69.6%-24.7pp |
| Annual return | -9.71% | -1.62%-8.1pp | -4.63%-5.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $597 | $1,846-67.6% | $2,625-77.2% | $2,381-74.9% |
| Participant deferral / active EE | $753 | $2,626-71.3% | $3,311-77.3% | $3,470-78.3% |
| Admin fee / account holder | $591 | $4,027-85.3% | $5,131-88.5% | $4,887-87.9% |