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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 | $10,191 | $69,012-85.2% | $160,009-93.6% | $68,486-85.1% |
| Participation rate | 28.1% | 65.4%-37.3pp | 78.0%-49.9pp | 67.9%-39.8pp |
| Annual return | -21.54% | -9.65%-11.9pp | 408.85%-430.4pp | -7.85%-13.7pp |
| Employer contribution / active EE | $649 | $2,212-70.7% | $4,225-84.6% | $2,597-75.0% |
| Participant deferral / active EE | $907 | $4,212-78.5% | $6,183-85.3% | $4,028-77.5% |
| Admin fee / account holder | $2,229 | $4,798-53.5% | $8,715-74.4% | $5,404-58.7% |