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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 | $5,210 | $75,962-93.1% | $154,108-96.6% | $64,173-91.9% |
| Participation rate | 63.2% | 70.4%-7.2pp | 83.0%-19.8pp | 69.6%-6.3pp |
| Annual return | -36.05% | 30.32%-66.4pp | 735.21%-771.3pp | 7.63%-43.7pp |
| Employer contribution / active EE | $501 | $3,350-85.0% | $5,298-90.5% | $2,381-78.9% |
| Participant deferral / active EE | $834 | $3,175-73.7% | $5,081-83.6% | $3,470-76.0% |
| Admin fee / account holder | $670 | $5,589-88.0% | $13,411-95.0% | $4,887-86.3% |