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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 | $4,747 | $124,346-96.2% | $111,308-95.7% | $167,536-97.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | -22.87% | 37.45%-60.3pp | 54.67%-77.5pp | 478.82%-501.7pp |
| Employer contribution / active EE | $730 | $3,437-78.8% | $2,732-73.3% | $4,839-84.9% |
| Participant deferral / active EE | $1,198 | $5,182-76.9% | $4,487-73.3% | $6,342-81.1% |
| Admin fee / account holder | $932 | $10,621-91.2% | $7,965-88.3% | $12,315-92.4% |