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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 | $7,226 | $95,895-92.5% | $79,576-90.9% | $134,509-94.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -24.59% | -2.72%-21.9pp | 0.15%-24.7pp | 418.13%-442.7pp |
| Employer contribution / active EE | $661 | $3,128-78.9% | $2,413-72.6% | $4,741-86.1% |
| Participant deferral / active EE | $868 | $4,693-81.5% | $3,985-78.2% | $6,400-86.4% |
| Admin fee / account holder | $358 | $9,129-96.1% | $6,834-94.8% | $11,427-96.9% |