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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 | $3,543 | $47,944-92.6% | $67,834-94.8% | $62,881-94.4% |
| Participation rate | 40.0% | 61.1%-21.1pp | 68.8%-28.8pp | 69.3%-29.3pp |
| Annual return | -6.00% | 11.77%-17.8pp | 138.47%-144.5pp | 20.14%-26.1pp |
| Employer contribution / active EE | $543 | $1,562-65.2% | $2,403-77.4% | $2,281-76.2% |
| Participant deferral / active EE | $431 | $2,247-80.8% | $3,160-86.4% | $3,203-86.5% |
| Admin fee / account holder | $585 | $3,712-84.2% | $4,622-87.3% | $4,296-86.4% |