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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 | $4,061 | $79,633-94.9% | $93,786-95.7% | $68,490-94.1% |
| Participation rate | 51.9% | 75.4%-23.5pp | 81.0%-29.1pp | 67.9%-16.0pp |
| Annual return | -25.07% | -0.10%-25.0pp | -11.32%-13.7pp | -7.85%-17.2pp |
| Employer contribution / active EE | $935 | $3,665-74.5% | $4,328-78.4% | $2,597-64.0% |
| Participant deferral / active EE | $1,092 | $5,158-78.8% | $6,100-82.1% | $4,028-72.9% |
| Admin fee / account holder | $424 | $6,871-93.8% | $7,184-94.1% | $5,403-92.1% |