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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 | $5,142 | $73,839-93.0% | $143,788-96.4% | $68,495-92.5% |
| Participation rate | 21.6% | 66.7%-45.1pp | 80.3%-58.7pp | 67.9%-46.3pp |
| Annual return | -28.23% | 1.01%-29.2pp | -0.03%-28.2pp | -7.84%-20.4pp |
| Employer contribution / active EE | $458 | $3,184-85.6% | $4,952-90.7% | $2,596-82.3% |
| Participant deferral / active EE | $827 | $3,384-75.6% | $5,638-85.3% | $4,028-79.5% |
| Admin fee / account holder | $882 | $5,755-84.7% | $14,675-94.0% | $5,403-83.7% |