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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 | $12,625 | $110,083-88.5% | $151,639-91.7% | $68,486-81.6% |
| Participation rate | 41.2% | 84.0%-42.7pp | 87.5%-46.3pp | 67.9%-26.7pp |
| Annual return | -19.04% | -10.12%-8.9pp | 3.34%-22.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,735 | $6,526-58.1% | $8,363-67.3% | $4,028-32.1% |
| Admin fee / account holder | $954 | $7,718-87.6% | $11,613-91.8% | $5,404-82.3% |