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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 | $4,046 | $87,166-95.4% | $76,735-94.7% | $137,256-97.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | -29.20% | 26.50%-55.7pp | 29.77%-59.0pp | 220.34%-249.5pp |
| Employer contribution / active EE | $739 | $2,904-74.6% | $2,454-69.9% | $4,156-82.2% |
| Participant deferral / active EE | $855 | $4,726-81.9% | $4,088-79.1% | $6,407-86.7% |
| Admin fee / account holder | $1,096 | $8,403-87.0% | $7,189-84.8% | $12,270-91.1% |