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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 | $12,197 | $68,996-82.3% | $159,991-92.4% | $68,495-82.2% |
| Participation rate | 36.1% | 65.4%-29.3pp | 78.0%-41.9pp | 67.9%-31.8pp |
| Annual return | -20.20% | -9.65%-10.6pp | 408.82%-429.0pp | -7.84%-12.4pp |
| Employer contribution / active EE | $584 | $2,212-73.6% | $4,225-86.2% | $2,596-77.5% |
| Participant deferral / active EE | $1,283 | $4,211-69.5% | $6,183-79.2% | $4,028-68.1% |
| Admin fee / account holder | $1,853 | $4,797-61.4% | $8,715-78.7% | $5,403-65.7% |