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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 | $6,802 | $84,518-92.0% | $67,704-90.0% | $125,389-94.6% |
| Participation rate | 10.0% | 74.8%-64.8pp | 67.5%-57.5pp | 83.2%-73.2pp |
| Annual return | -108.57% | 2.57%-111.1pp | 25.41%-134.0pp | 282.24%-390.8pp |
| Employer contribution / active EE | $168 | $3,292-94.9% | $2,559-93.4% | $4,866-96.5% |
| Participant deferral / active EE | $520 | $4,430-88.3% | $3,585-85.5% | $5,352-90.3% |
| Admin fee / account holder | $890 | $5,340-83.3% | $4,255-79.1% | $9,541-90.7% |