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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 | $4,177 | $77,817-94.6% | $123,553-96.6% | $64,173-93.5% |
| Participation rate | 60.7% | 74.7%-14.0pp | 82.3%-21.6pp | 69.6%-8.9pp |
| Annual return | -8.86% | 12.49%-21.3pp | 119.21%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $741 | $3,014-75.4% | $4,628-84.0% | $2,381-68.9% |
| Participant deferral / active EE | $1,103 | $5,240-79.0% | $6,426-82.8% | $3,470-68.2% |
| Admin fee / account holder | $890 | $5,519-83.9% | $9,284-90.4% | $4,887-81.8% |