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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 | $2,741 | $97,125-97.2% | $86,233-96.8% | $137,256-98.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | -63.99% | 74.19%-138.2pp | 61.39%-125.4pp | 220.34%-284.3pp |
| Employer contribution / active EE | $292 | $2,841-89.7% | $2,504-88.4% | $4,156-93.0% |
| Participant deferral / active EE | $285 | $5,180-94.5% | $4,559-93.8% | $6,407-95.6% |
| Admin fee / account holder | $2,703 | $9,725-72.2% | $8,342-67.6% | $12,270-78.0% |