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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 | $9,969 | $54,380-81.7% | $68,509-85.4% | $59,633-83.3% |
| Participation rate | 35.7% | 70.2%-34.5pp | 74.7%-39.0pp | 68.7%-33.0pp |
| Annual return | -4.31% | 2.83%-7.1pp | 8.27%-12.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $401 | $1,539-74.0% | $2,278-82.4% | $2,203-81.8% |
| Participant deferral / active EE | $609 | $2,643-77.0% | $3,382-82.0% | $3,192-80.9% |
| Admin fee / account holder | $15,085 | $3,885+288.3% | $5,275+186.0% | $4,297+251.1% |