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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 | $7,090 | $73,839-90.4% | $143,788-95.1% | $68,495-89.6% |
| Participation rate | 38.5% | 66.7%-28.2pp | 80.3%-41.9pp | 67.9%-29.4pp |
| Annual return | -19.83% | 1.01%-20.8pp | -0.03%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $667 | $3,184-79.1% | $4,952-86.5% | $2,596-74.3% |
| Participant deferral / active EE | $809 | $3,384-76.1% | $5,638-85.6% | $4,028-79.9% |
| Admin fee / account holder | $1,351 | $5,755-76.5% | $14,675-90.8% | $5,403-75.0% |