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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 | $7,656 | $61,338-87.5% | $149,717-94.9% | $71,495-89.3% |
| Participation rate | 17.9% | 62.5%-44.6pp | 78.8%-60.8pp | 67.9%-50.0pp |
| Annual return | -34.96% | 35.86%-70.8pp | 134.41%-169.4pp | 28.85%-63.8pp |
| Employer contribution / active EE | $430 | $2,381-81.9% | $4,820-91.1% | $2,589-83.4% |
| Participant deferral / active EE | $739 | $2,919-74.7% | $5,682-87.0% | $4,291-82.8% |
| Admin fee / account holder | $897 | $1,263-29.0% | $13,213-93.2% | $1,588-43.5% |