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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 | $7,166 | $73,955-90.3% | $96,520-92.6% | $75,181-90.5% |
| Participation rate | 42.5% | 66.4%-23.9pp | 74.3%-31.8pp | 67.2%-24.7pp |
| Annual return | -4.57% | 26.72%-31.3pp | 35.72%-40.3pp | 160.69%-165.3pp |
| Employer contribution / active EE | $771 | $2,930-73.7% | $3,739-79.4% | $2,671-71.1% |
| Participant deferral / active EE | $947 | $3,659-74.1% | $4,879-80.6% | $4,126-77.1% |
| Admin fee / account holder | $632 | $5,217-87.9% | $6,733-90.6% | $5,650-88.8% |