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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 | $5,012 | $42,909-88.3% | $60,906-91.8% | $68,486-92.7% |
| Participation rate | 59.4% | 66.8%-7.4pp | 73.1%-13.7pp | 67.9%-8.5pp |
| Annual return | -19.73% | -13.99%-5.7pp | 16.94%-36.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,548 | $1,979-21.8% | $2,703-42.8% | $2,597-40.4% |
| Participant deferral / active EE | $685 | $2,866-76.1% | $3,814-82.0% | $4,028-83.0% |
| Admin fee / account holder | $476 | $3,104-84.7% | $3,227-85.3% | $5,404-91.2% |