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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 | $5,978 | $77,817-92.3% | $123,553-95.2% | $64,173-90.7% |
| Participation rate | 42.6% | 74.7%-32.1pp | 82.3%-39.7pp | 69.6%-27.0pp |
| Annual return | -18.56% | 12.49%-31.0pp | 119.21%-137.8pp | 7.63%-26.2pp |
| Employer contribution / active EE | $1,481 | $3,014-50.9% | $4,628-68.0% | $2,381-37.8% |
| Participant deferral / active EE | $1,566 | $5,240-70.1% | $6,426-75.6% | $3,470-54.9% |
| Admin fee / account holder | $311 | $5,519-94.4% | $9,284-96.6% | $4,887-93.6% |