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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 | $48,337-85.0% | $67,560-89.3% | $80,959-91.1% |
| Participation rate | 10.0% | 66.4%-56.4pp | 72.9%-62.9pp | 67.7%-57.7pp |
| Annual return | -9.16% | 18.26%-27.4pp | 3533.50%-3542.7pp | 35.67%-44.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $236 | $2,928-91.9% | $4,004-94.1% | $4,300-94.5% |
| Admin fee / account holder | $3,734 | $3,695+1.0% | $3,994-6.5% | $6,925-46.1% |