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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 | $6,261 | $59,116-89.4% | $86,438-92.8% | $68,486-90.9% |
| Participation rate | 58.1% | 75.2%-17.1pp | 80.3%-22.2pp | 67.9%-9.8pp |
| Annual return | -23.66% | -0.23%-23.4pp | 4397.19%-4420.9pp | -7.85%-15.8pp |
| Employer contribution / active EE | $1,157 | $2,519-54.1% | $3,769-69.3% | $2,597-55.5% |
| Participant deferral / active EE | $2,402 | $5,902-59.3% | $6,952-65.5% | $4,028-40.4% |
| Admin fee / account holder | $2,028 | $5,639-64.0% | $6,733-69.9% | $5,404-62.5% |