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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 | $7,512 | $81,870-90.8% | $119,634-93.7% | $68,490-89.0% |
| Participation rate | 31.9% | 71.9%-39.9pp | 79.3%-47.3pp | 67.9%-36.0pp |
| Annual return | -42.00% | -23.82%-18.2pp | -14.98%-27.0pp | -7.85%-34.1pp |
| Employer contribution / active EE | $980 | $2,692-63.6% | $4,232-76.8% | $2,597-62.2% |
| Participant deferral / active EE | $1,748 | $4,148-57.9% | $5,601-68.8% | $4,028-56.6% |
| Admin fee / account holder | $355 | $6,583-94.6% | $10,329-96.6% | $5,403-93.4% |