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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 | $4,023 | $41,981-90.4% | $63,412-93.7% | $59,633-93.3% |
| Participation rate | 24.2% | 60.3%-36.0pp | 67.1%-42.9pp | 68.7%-44.4pp |
| Annual return | -12.57% | 13.04%-25.6pp | 4.04%-16.6pp | 2041.45%-2054.0pp |
| Employer contribution / active EE | $424 | $1,287-67.1% | $1,814-76.7% | $2,203-80.8% |
| Participant deferral / active EE | $542 | $2,002-72.9% | $2,496-78.3% | $3,192-83.0% |
| Admin fee / account holder | $438 | $3,509-87.5% | $3,753-88.3% | $4,297-89.8% |