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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 | $9,099 | $94,529-90.4% | $140,019-93.5% | $64,173-85.8% |
| Participation rate | 16.7% | 84.1%-67.4pp | 87.5%-70.8pp | 69.6%-52.9pp |
| Annual return | -8.68% | 7.77%-16.5pp | 651.17%-659.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $342 | $5,250-93.5% | $6,927-95.1% | $3,470-90.1% |
| Admin fee / account holder | $1,181 | $6,741-82.5% | $10,705-89.0% | $4,887-75.8% |