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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 | $5,702 | $77,816-92.7% | $123,549-95.4% | $64,181-91.1% |
| Participation rate | 28.6% | 74.7%-46.1pp | 82.3%-53.7pp | 69.6%-41.0pp |
| Annual return | -8.79% | 12.49%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,181 | $5,240-77.5% | $6,426-81.6% | $3,470-65.9% |
| Admin fee / account holder | $2,224 | $5,519-59.7% | $9,284-76.0% | $4,887-54.5% |