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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 | $471 | $124,425-99.6% | $112,040-99.6% | $137,256-99.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | -8.82% | 24.72%-33.5pp | 24.52%-33.3pp | 220.34%-229.2pp |
| Employer contribution / active EE | $1,030 | $3,411-69.8% | $2,954-65.1% | $4,156-75.2% |
| Participant deferral / active EE | $1,345 | $5,718-76.5% | $5,098-73.6% | $6,407-79.0% |
| Admin fee / account holder | $13,631 | $15,207-10.4% | $12,098+12.7% | $12,270+11.1% |