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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 | $9,743 | $57,352-83.0% | $83,831-88.4% | $64,173-84.8% |
| Participation rate | 58.1% | 68.6%-10.5pp | 76.1%-18.1pp | 69.6%-11.5pp |
| Annual return | -9.14% | 11.38%-20.5pp | 850.99%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $725 | $2,546-71.5% | $3,631-80.0% | $2,381-69.5% |
| Participant deferral / active EE | $1,039 | $2,993-65.3% | $4,082-74.5% | $3,470-70.1% |
| Admin fee / account holder | $343 | $4,046-91.5% | $5,479-93.7% | $4,887-93.0% |