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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 | $7,220 | $53,162-86.4% | $91,225-92.1% | $68,486-89.5% |
| Participation rate | 18.5% | 63.2%-44.7pp | 73.2%-54.7pp | 67.9%-49.4pp |
| Annual return | -21.32% | -3.14%-18.2pp | 114.12%-135.4pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $186 | $2,974-93.8% | $4,233-95.6% | $4,028-95.4% |
| Admin fee / account holder | $1,560 | $4,493-65.3% | $5,422-71.2% | $5,404-71.1% |