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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 | $5,404 | $73,009-92.6% | $90,756-94.0% | $68,495-92.1% |
| Participation rate | 40.0% | 70.8%-30.8pp | 75.7%-35.7pp | 67.9%-27.9pp |
| Annual return | -33.01% | -13.81%-19.2pp | -12.16%-20.9pp | -7.84%-25.2pp |
| Employer contribution / active EE | $843 | $2,193-61.6% | $2,922-71.2% | $2,596-67.5% |
| Participant deferral / active EE | $960 | $3,626-73.5% | $4,565-79.0% | $4,028-76.2% |
| Admin fee / account holder | $414 | $5,896-93.0% | $8,445-95.1% | $5,403-92.3% |