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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 | $7,960 | $64,138-87.6% | $112,258-92.9% | $66,930-88.1% |
| Participation rate | 5.9% | 68.5%-62.5pp | 75.1%-69.1pp | 69.8%-63.9pp |
| Annual return | -30.30% | -13.81%-16.5pp | 27.47%-57.8pp | 1.57%-31.9pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $486 | $3,694-86.8% | $4,728-89.7% | $4,238-88.5% |
| Admin fee / account holder | $2,040 | $625+226.2% | $6,411-68.2% | $593+243.8% |