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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 | $8,637 | $69,541-87.6% | $59,899-85.6% | $135,380-93.6% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.7%-51.6pp | 82.6%-59.6pp |
| Annual return | -19.46% | 7.95%-27.4pp | 3.46%-22.9pp | 519.81%-539.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $629 | $4,206-85.0% | $3,402-81.5% | $5,609-88.8% |
| Admin fee / account holder | $938 | $5,737-83.6% | $3,592-73.9% | $10,828-91.3% |