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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 | $6,196 | $64,719-90.4% | $112,249-94.5% | $68,486-91.0% |
| Participation rate | 31.3% | 67.2%-35.9pp | 75.1%-43.8pp | 67.9%-36.6pp |
| Annual return | -25.09% | -11.40%-13.7pp | 27.48%-52.6pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,164 | $3,565-67.3% | $4,729-75.4% | $4,028-71.1% |
| Admin fee / account holder | $526 | $5,232-90.0% | $6,412-91.8% | $5,404-90.3% |