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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 | $4,065 | $53,162-92.4% | $91,225-95.5% | $68,486-94.1% |
| Participation rate | 39.1% | 63.2%-24.1pp | 73.2%-34.1pp | 67.9%-28.8pp |
| Annual return | -20.35% | -3.14%-17.2pp | 114.12%-134.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $343 | $1,709-79.9% | $2,851-88.0% | $2,597-86.8% |
| Participant deferral / active EE | $700 | $2,974-76.4% | $4,233-83.5% | $4,028-82.6% |
| Admin fee / account holder | $326 | $4,493-92.7% | $5,422-94.0% | $5,404-94.0% |