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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 | $5,311 | $69,252-92.3% | $64,099-91.7% | $139,456-96.2% |
| Participation rate | 5.6% | 75.6%-70.0pp | 72.3%-66.8pp | 80.3%-74.8pp |
| Annual return | -30.41% | 45.89%-76.3pp | 33.70%-64.1pp | 373.45%-403.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $266 | $4,683-94.3% | $3,881-93.2% | $6,711-96.0% |
| Admin fee / account holder | $793 | $4,248-81.3% | $3,070-74.2% | $11,407-93.0% |