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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 | $7,297 | $65,082-88.8% | $81,367-91.0% | $59,633-87.8% |
| Participation rate | 57.1% | 76.0%-18.8pp | 82.3%-25.1pp | 68.7%-11.5pp |
| Annual return | -6.66% | 1.16%-7.8pp | -0.92%-5.7pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,452 | $4,083-64.4% | $5,383-73.0% | $3,192-54.5% |
| Admin fee / account holder | $328 | $7,582-95.7% | $8,926-96.3% | $4,297-92.4% |