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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 | $4,709 | $42,910-89.0% | $60,919-92.3% | $68,490-93.1% |
| Participation rate | 42.5% | 66.8%-24.3pp | 73.1%-30.6pp | 67.9%-25.4pp |
| Annual return | -18.69% | -13.99%-4.7pp | 16.96%-35.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $455 | $1,978-77.0% | $2,704-83.2% | $2,597-82.5% |
| Participant deferral / active EE | $523 | $2,866-81.8% | $3,814-86.3% | $4,028-87.0% |
| Admin fee / account holder | $347 | $3,104-88.8% | $3,228-89.3% | $5,403-93.6% |