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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 | $2,392 | $73,839-96.8% | $143,788-98.3% | $68,495-96.5% |
| Participation rate | 23.6% | 66.7%-43.0pp | 80.3%-56.7pp | 67.9%-44.3pp |
| Annual return | -22.66% | 1.01%-23.7pp | -0.03%-22.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $286 | $3,384-91.5% | $5,638-94.9% | $4,028-92.9% |
| Admin fee / account holder | $2,230 | $5,755-61.3% | $14,675-84.8% | $5,403-58.7% |