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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 | $4,145 | $106,247-96.1% | $96,515-95.7% | $139,466-97.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | -29.35% | 38.47%-67.8pp | 35.73%-65.1pp | 373.66%-403.0pp |
| Employer contribution / active EE | $1,152 | $4,106-71.9% | $3,740-69.2% | $4,754-75.8% |
| Participant deferral / active EE | $1,216 | $5,456-77.7% | $4,880-75.1% | $6,712-81.9% |
| Admin fee / account holder | $397 | $7,885-95.0% | $6,735-94.1% | $11,409-96.5% |