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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 | $2,788 | $77,816-96.4% | $123,552-97.7% | $64,173-95.7% |
| Participation rate | 57.4% | 74.7%-17.3pp | 82.3%-24.8pp | 69.6%-12.1pp |
| Annual return | -12.00% | 12.49%-24.5pp | 119.20%-131.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $655 | $3,014-78.3% | $4,628-85.9% | $2,381-72.5% |
| Participant deferral / active EE | $1,596 | $5,240-69.5% | $6,426-75.2% | $3,470-54.0% |
| Admin fee / account holder | $865 | $5,519-84.3% | $9,285-90.7% | $4,887-82.3% |