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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 | $6,039 | $57,352-89.5% | $83,831-92.8% | $64,173-90.6% |
| Participation rate | 35.0% | 68.6%-33.6pp | 76.1%-41.1pp | 69.6%-34.6pp |
| Annual return | -10.53% | 11.38%-21.9pp | 850.99%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,396 | $2,546-45.2% | $3,631-61.6% | $2,381-41.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,719 | $4,046-32.8% | $5,479-50.4% | $4,887-44.4% |