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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 | $11,116 | $49,177-77.4% | $79,466-86.0% | $64,173-82.7% |
| Participation rate | 13.3% | 65.0%-51.8pp | 73.3%-60.1pp | 69.6%-56.3pp |
| Annual return | -10.19% | -1.16%-9.0pp | 718.28%-728.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $251 | $2,076-87.9% | $2,800-91.0% | $2,381-89.4% |
| Participant deferral / active EE | $622 | $2,821-78.0% | $3,704-83.2% | $3,470-82.1% |
| Admin fee / account holder | $340 | $3,839-91.1% | $5,104-93.3% | $4,887-93.0% |