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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 | $604 | $100,279-99.4% | $81,353-99.3% | $145,884-99.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -34.21% | 34.49%-68.7pp | 24.82%-59.0pp | 551.85%-586.1pp |
| Employer contribution / active EE | $362 | $2,979-87.9% | $2,464-85.3% | $4,662-92.2% |
| Participant deferral / active EE | $734 | $4,611-84.1% | $3,885-81.1% | $6,690-89.0% |
| Admin fee / account holder | $1,748 | $8,206-78.7% | $5,766-69.7% | $13,392-86.9% |