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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 | $5,310 | $71,215-92.5% | $93,696-94.3% | $80,935-93.4% |
| Participation rate | 61.0% | 60.4%+0.6pp | 68.7%-7.7pp | 67.7%-6.7pp |
| Annual return | -10.87% | 11.27%-22.1pp | 133.74%-144.6pp | 35.66%-46.5pp |
| Employer contribution / active EE | $697 | $1,565-55.5% | $2,422-71.2% | $2,757-74.7% |
| Participant deferral / active EE | $779 | $4,037-80.7% | $4,417-82.4% | $4,299-81.9% |
| Admin fee / account holder | $1,758 | $6,958-74.7% | $8,287-78.8% | $6,924-74.6% |