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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 | $2,180 | $82,314-97.4% | $68,808-96.8% | $134,532-98.4% |
| Participation rate | 22.2% | 75.1%-52.8pp | 69.0%-46.8pp | 81.2%-59.0pp |
| Annual return | -22.52% | -2.18%-20.3pp | -6.37%-16.1pp | 418.27%-440.8pp |
| Employer contribution / active EE | $551 | $3,301-83.3% | $2,656-79.2% | $4,741-88.4% |
| Participant deferral / active EE | $774 | $4,740-83.7% | $3,942-80.4% | $6,401-87.9% |
| Admin fee / account holder | $1,155 | $6,484-82.2% | $4,936-76.6% | $11,429-89.9% |