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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 | $5,870 | $42,383-86.2% | $76,518-92.3% | $64,173-90.9% |
| Participation rate | 21.1% | 58.1%-37.1pp | 68.0%-46.9pp | 69.6%-48.5pp |
| Annual return | -9.29% | -16.54%+7.2pp | -0.27%-9.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $253 | $1,563-83.8% | $2,647-90.4% | $2,381-89.4% |
| Participant deferral / active EE | $511 | $2,566-80.1% | $3,836-86.7% | $3,470-85.3% |
| Admin fee / account holder | $342 | $3,198-89.3% | $4,849-92.9% | $4,887-93.0% |