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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 | $4,966 | $73,863-93.3% | $143,797-96.5% | $68,490-92.7% |
| Participation rate | 28.4% | 66.7%-38.3pp | 80.3%-52.0pp | 67.9%-39.5pp |
| Annual return | -41.75% | 0.91%-42.7pp | -0.04%-41.7pp | -7.85%-33.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $490 | $3,385-85.5% | $5,638-91.3% | $4,028-87.8% |
| Admin fee / account holder | $1,261 | $5,756-78.1% | $14,679-91.4% | $5,403-76.7% |