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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 | $5,684 | $133,981-95.8% | $112,249-94.9% | $134,532-95.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -20.92% | 47.16%-68.1pp | 27.48%-48.4pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,196 | $4,040-70.4% | $3,636-67.1% | $4,741-74.8% |
| Participant deferral / active EE | $1,076 | $5,292-79.7% | $4,729-77.2% | $6,401-83.2% |
| Admin fee / account holder | $1,395 | $7,492-81.4% | $6,412-78.2% | $11,429-87.8% |