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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 | $1,377 | $74,535-98.2% | $100,712-98.6% | $82,637-98.3% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.3%-13.3pp | 68.1%-12.1pp |
| Annual return | -17.53% | 18.92%-36.5pp | 33.27%-50.8pp | 53.51%-71.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $608 | $3,074-80.2% | $4,085-85.1% | $4,126-85.3% |
| Admin fee / account holder | $692 | $6,576-89.5% | $9,256-92.5% | $7,339-90.6% |