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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 | $5,627 | $58,523-90.4% | $99,475-94.3% | $72,975-92.3% |
| Participation rate | 26.7% | 64.6%-38.0pp | 73.8%-47.2pp | 69.5%-42.8pp |
| Annual return | -83.70% | 28.51%-112.2pp | 30.72%-114.4pp | 81.01%-164.7pp |
| Employer contribution / active EE | $380 | $1,512-74.9% | $2,540-85.0% | $2,440-84.4% |
| Participant deferral / active EE | $600 | $2,606-77.0% | $3,619-83.4% | $3,608-83.4% |
| Admin fee / account holder | $845 | $4,102-79.4% | $6,252-86.5% | $5,124-83.5% |