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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 | $6,471 | $49,177-86.8% | $79,467-91.9% | $64,173-89.9% |
| Participation rate | 48.1% | 65.0%-16.9pp | 73.3%-25.2pp | 69.6%-21.4pp |
| Annual return | -12.35% | -1.16%-11.2pp | 718.30%-730.7pp | 7.63%-20.0pp |
| Employer contribution / active EE | $500 | $2,076-75.9% | $2,800-82.2% | $2,381-79.0% |
| Participant deferral / active EE | $570 | $2,821-79.8% | $3,704-84.6% | $3,470-83.6% |
| Admin fee / account holder | $339 | $3,839-91.2% | $5,104-93.4% | $4,887-93.1% |