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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 | $8,206 | $52,678-84.4% | $75,784-89.2% | $59,633-86.2% |
| Participation rate | 6.3% | 67.2%-61.0pp | 75.8%-69.6pp | 68.7%-62.4pp |
| Annual return | -11.90% | 2.95%-14.9pp | 9.68%-21.6pp | 2041.45%-2053.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $163 | $2,591-93.7% | $3,652-95.5% | $3,192-94.9% |
| Admin fee / account holder | $2,404 | $3,610-33.4% | $5,300-54.6% | $4,297-44.1% |