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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 | $9,663 | $65,027-85.1% | $90,970-89.4% | $79,852-87.9% |
| Participation rate | 20.7% | 61.6%-40.9pp | 69.0%-48.3pp | 69.6%-48.9pp |
| Annual return | -2.87% | 30.45%-33.3pp | 134.58%-137.4pp | 31.72%-34.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $827 | $2,512-67.1% | $3,373-75.5% | $3,740-77.9% |
| Admin fee / account holder | $10,498 | $4,535+131.5% | $5,960+76.1% | $5,306+97.8% |