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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 | $9,307 | $56,339-83.5% | $104,299-91.1% | $68,490-86.4% |
| Participation rate | 6.3% | 63.3%-56.9pp | 73.3%-66.9pp | 67.9%-61.5pp |
| Annual return | -21.22% | -9.19%-12.0pp | 24.62%-45.8pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $627 | $3,077-79.6% | $4,626-86.5% | $4,028-84.4% |
| Admin fee / account holder | $747 | $4,902-84.8% | $7,339-89.8% | $5,403-86.2% |