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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 | $2,221 | $46,689-95.2% | $117,498-98.1% | $68,495-96.8% |
| Participation rate | 8.5% | 56.8%-48.3pp | 70.6%-62.1pp | 67.9%-59.4pp |
| Annual return | -31.91% | -14.52%-17.4pp | 29.75%-61.7pp | -7.84%-24.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $146 | $2,637-94.5% | $4,071-96.4% | $4,028-96.4% |
| Admin fee / account holder | $832 | $4,021-79.3% | $5,646-85.3% | $5,403-84.6% |