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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 | $3,544 | $113,941-96.9% | $94,229-96.2% | $125,389-97.2% |
| Participation rate | 40.0% | 82.9%-42.9pp | 78.8%-38.8pp | 83.2%-43.2pp |
| Annual return | -4.33% | 5.29%-9.6pp | 10.68%-15.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $957 | $4,727-79.8% | $3,587-73.3% | $4,866-80.3% |
| Participant deferral / active EE | $957 | $5,179-81.5% | $4,320-77.8% | $5,352-82.1% |
| Admin fee / account holder | $2,922 | $8,392-65.2% | $6,269-53.4% | $9,541-69.4% |