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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 | $3,721 | $107,353-96.5% | $92,903-96.0% | $152,885-97.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | -27.10% | 145.62%-172.7pp | 109.43%-136.5pp | 345.39%-372.5pp |
| Employer contribution / active EE | $745 | $4,222-82.4% | $3,653-79.6% | $4,763-84.4% |
| Participant deferral / active EE | $1,118 | $4,848-76.9% | $4,238-73.6% | $5,851-80.9% |
| Admin fee / account holder | $747 | $7,081-89.5% | $5,795-87.1% | $11,598-93.6% |