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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 | $5,114 | $56,894-91.0% | $84,753-94.0% | $62,881-91.9% |
| Participation rate | 31.3% | 68.5%-37.3pp | 76.6%-45.3pp | 69.3%-38.1pp |
| Annual return | -18.09% | 6.30%-24.4pp | 22.78%-40.9pp | 20.14%-38.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $588 | $2,709-78.3% | $3,712-84.2% | $3,203-81.7% |
| Admin fee / account holder | $2,433 | $3,581-32.0% | $5,333-54.4% | $4,296-43.4% |