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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 | $4,602 | $76,551-94.0% | $123,894-96.3% | $62,881-92.7% |
| Participation rate | 59.6% | 73.0%-13.4pp | 81.4%-21.8pp | 69.3%-9.7pp |
| Annual return | -59.80% | 18.68%-78.5pp | 47.52%-107.3pp | 20.14%-79.9pp |
| Employer contribution / active EE | $967 | $2,882-66.4% | $4,617-79.0% | $2,281-57.6% |
| Participant deferral / active EE | $1,665 | $4,840-65.6% | $5,984-72.2% | $3,203-48.0% |
| Admin fee / account holder | $959 | $4,826-80.1% | $8,357-88.5% | $4,296-77.7% |