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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 | $6,093 | $75,962-92.0% | $154,108-96.0% | $64,173-90.5% |
| Participation rate | 27.6% | 70.4%-42.8pp | 83.0%-55.5pp | 69.6%-42.0pp |
| Annual return | -11.51% | 30.32%-41.8pp | 735.21%-746.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $475 | $3,350-85.8% | $5,298-91.0% | $2,381-80.0% |
| Participant deferral / active EE | $729 | $3,175-77.0% | $5,081-85.6% | $3,470-79.0% |
| Admin fee / account holder | $1,081 | $5,589-80.7% | $13,411-91.9% | $4,887-77.9% |