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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 | $5,989 | $140,592-95.7% | $123,105-95.1% | $125,389-95.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -7.51% | 16.80%-24.3pp | 13.22%-20.7pp | 282.24%-289.7pp |
| Employer contribution / active EE | $1,373 | $6,041-77.3% | $5,151-73.4% | $4,866-71.8% |
| Participant deferral / active EE | $2,209 | $6,980-68.4% | $6,229-64.5% | $5,352-58.7% |
| Admin fee / account holder | $6,267 | $11,198-44.0% | $9,014-30.5% | $9,541-34.3% |