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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 | $6,536 | $75,962-91.4% | $154,108-95.8% | $64,173-89.8% |
| Participation rate | 32.4% | 70.4%-38.0pp | 83.0%-50.6pp | 69.6%-37.1pp |
| Annual return | -12.54% | 30.32%-42.9pp | 735.21%-747.7pp | 7.63%-20.2pp |
| Employer contribution / active EE | $474 | $3,350-85.9% | $5,298-91.1% | $2,381-80.1% |
| Participant deferral / active EE | $817 | $3,175-74.3% | $5,081-83.9% | $3,470-76.5% |
| Admin fee / account holder | $882 | $5,589-84.2% | $13,411-93.4% | $4,887-81.9% |