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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 | $7,235 | $48,314-85.0% | $67,561-89.3% | $80,925-91.1% |
| Participation rate | 10.0% | 66.4%-56.4pp | 72.9%-62.9pp | 67.7%-57.7pp |
| Annual return | -9.16% | 18.28%-27.4pp | 3525.44%-3534.6pp | 35.65%-44.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $236 | $2,927-91.9% | $4,003-94.1% | $4,299-94.5% |
| Admin fee / account holder | $3,734 | $3,690+1.2% | $4,006-6.8% | $6,940-46.2% |