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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 | $1,871 | $48,235-96.1% | $68,803-97.3% | $68,490-97.3% |
| Participation rate | 22.9% | 60.7%-37.8pp | 69.0%-46.1pp | 67.9%-45.0pp |
| Annual return | -41.55% | -12.70%-28.8pp | -6.37%-35.2pp | -7.85%-33.7pp |
| Employer contribution / active EE | $592 | $1,829-67.6% | $2,656-77.7% | $2,597-77.2% |
| Participant deferral / active EE | $40 | $2,867-98.6% | $3,942-99.0% | $4,028-99.0% |
| Admin fee / account holder | $1,063 | $4,361-75.6% | $4,936-78.5% | $5,403-80.3% |