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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 | $9,884 | $55,449-82.2% | $83,830-88.2% | $56,287-82.4% |
| Participation rate | 21.9% | 68.0%-46.1pp | 76.1%-54.3pp | 69.9%-48.0pp |
| Annual return | -11.22% | -1.38%-9.8pp | 850.97%-862.2pp | -9.96%-1.3pp |
| Employer contribution / active EE | $517 | $2,430-78.7% | $3,631-85.8% | $2,111-75.5% |
| Participant deferral / active EE | $740 | $2,935-74.8% | $4,082-81.9% | $3,350-77.9% |
| Admin fee / account holder | $718 | $656+9.5% | $5,479-86.9% | $521+37.9% |