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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 | $9,223 | $77,638-88.1% | $156,551-94.1% | $62,881-85.3% |
| Participation rate | 58.6% | 71.2%-12.6pp | 84.0%-25.4pp | 69.3%-10.7pp |
| Annual return | -32.74% | 50.33%-83.1pp | 32.23%-65.0pp | 20.14%-52.9pp |
| Employer contribution / active EE | $583 | $3,444-83.1% | $5,501-89.4% | $2,281-74.5% |
| Participant deferral / active EE | $811 | $3,046-73.4% | $4,871-83.4% | $3,203-74.7% |
| Admin fee / account holder | $1,000 | $5,561-82.0% | $13,028-92.3% | $4,296-76.7% |