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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 | $8,539 | $69,012-87.6% | $160,009-94.7% | $68,486-87.5% |
| Participation rate | 44.7% | 65.4%-20.7pp | 78.0%-33.2pp | 67.9%-23.2pp |
| Annual return | -43.03% | -9.65%-33.4pp | 408.85%-451.9pp | -7.85%-35.2pp |
| Employer contribution / active EE | $695 | $2,212-68.6% | $4,225-83.5% | $2,597-73.2% |
| Participant deferral / active EE | $971 | $4,212-76.9% | $6,183-84.3% | $4,028-75.9% |
| Admin fee / account holder | $2,801 | $4,798-41.6% | $8,715-67.9% | $5,404-48.2% |