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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 | $9,027 | $54,380-83.4% | $68,509-86.8% | $59,633-84.9% |
| Participation rate | 21.3% | 70.2%-48.9pp | 74.7%-53.4pp | 68.7%-47.4pp |
| Annual return | -5.24% | 2.83%-8.1pp | 8.27%-13.5pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $387 | $1,539-74.9% | $2,278-83.0% | $2,203-82.5% |
| Participant deferral / active EE | $598 | $2,643-77.4% | $3,382-82.3% | $3,192-81.3% |
| Admin fee / account holder | $316 | $3,885-91.9% | $5,275-94.0% | $4,297-92.6% |