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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 | $6,703 | $73,839-90.9% | $143,788-95.3% | $68,495-90.2% |
| Participation rate | 21.2% | 66.7%-45.4pp | 80.3%-59.1pp | 67.9%-46.7pp |
| Annual return | -21.01% | 1.01%-22.0pp | -0.03%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $401 | $3,384-88.1% | $5,638-92.9% | $4,028-90.0% |
| Admin fee / account holder | $1,591 | $5,755-72.4% | $14,675-89.2% | $5,403-70.6% |