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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 | $15,283 | $82,028-81.4% | $123,105-87.6% | $59,633-74.4% |
| Participation rate | 30.6% | 83.2%-52.6pp | 86.8%-56.2pp | 68.7%-38.1pp |
| Annual return | -2.85% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $657 | $4,667-85.9% | $6,229-89.5% | $3,192-79.4% |
| Admin fee / account holder | $2,101 | $5,879-64.3% | $9,014-76.7% | $4,297-51.1% |