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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 | $11,974 | $52,678-77.3% | $75,784-84.2% | $59,633-79.9% |
| Participation rate | 37.8% | 67.2%-29.4pp | 75.8%-38.0pp | 68.7%-30.8pp |
| Annual return | -3.54% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $301 | $2,591-88.4% | $3,652-91.8% | $3,192-90.6% |
| Admin fee / account holder | $1,770 | $3,610-51.0% | $5,300-66.6% | $4,297-58.8% |