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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 | $9,964 | $91,537-89.1% | $130,045-92.3% | $75,173-86.7% |
| Participation rate | 34.5% | 71.5%-37.0pp | 78.5%-44.0pp | 67.2%-32.7pp |
| Annual return | 11.88% | -631.55%+643.4pp | -137.30%+149.2pp | 160.72%-148.8pp |
| Employer contribution / active EE | $1,076 | $2,845-62.2% | $4,321-75.1% | $2,671-59.7% |
| Participant deferral / active EE | $1,424 | $4,343-67.2% | $5,820-75.5% | $4,126-65.5% |
| Admin fee / account holder | $2,875 | $6,780-57.6% | $10,600-72.9% | $5,651-49.1% |