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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 | $5,230 | $112,300-95.3% | $90,223-94.2% | $125,389-95.8% |
| Participation rate | 58.3% | 82.9%-24.5pp | 79.0%-20.7pp | 83.2%-24.9pp |
| Annual return | -14.38% | -0.57%-13.8pp | 1.31%-15.7pp | 282.24%-296.6pp |
| Employer contribution / active EE | $1,610 | $5,181-68.9% | $4,378-63.2% | $4,866-66.9% |
| Participant deferral / active EE | $1,956 | $6,733-70.9% | $5,792-66.2% | $5,352-63.4% |
| Admin fee / account holder | $1,145 | $10,990-89.6% | $7,406-84.5% | $9,541-88.0% |