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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 | $9,960 | $81,870-87.8% | $119,622-91.7% | $68,486-85.5% |
| Participation rate | 27.6% | 71.9%-44.3pp | 79.3%-51.7pp | 67.9%-40.3pp |
| Annual return | -41.39% | -23.82%-17.6pp | -14.98%-26.4pp | -7.85%-33.5pp |
| Employer contribution / active EE | $710 | $2,692-73.6% | $4,232-83.2% | $2,597-72.6% |
| Participant deferral / active EE | $1,643 | $4,148-60.4% | $5,601-70.7% | $4,028-59.2% |
| Admin fee / account holder | $938 | $6,583-85.8% | $10,328-90.9% | $5,404-82.6% |