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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 | $5,085 | $72,404-93.0% | $110,241-95.4% | $64,181-92.1% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-23.0pp | 69.6%-12.8pp |
| Annual return | -17.85% | -6.29%-11.6pp | 314.75%-332.6pp | 7.63%-25.5pp |
| Employer contribution / active EE | $854 | $2,282-62.6% | $3,827-77.7% | $2,381-64.1% |
| Participant deferral / active EE | $1,124 | $3,469-67.6% | $4,672-75.9% | $3,470-67.6% |
| Admin fee / account holder | $489 | $5,664-91.4% | $8,548-94.3% | $4,887-90.0% |