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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 | $3,774 | $50,947-92.6% | $74,551-94.9% | $64,173-94.1% |
| Participation rate | 32.5% | 61.1%-28.6pp | 69.1%-36.7pp | 69.6%-37.1pp |
| Annual return | -62.42% | -1.85%-60.6pp | 32.53%-95.0pp | 7.63%-70.0pp |
| Employer contribution / active EE | $246 | $1,115-78.0% | $1,961-87.5% | $2,381-89.7% |
| Participant deferral / active EE | $351 | $2,302-84.7% | $3,108-88.7% | $3,470-89.9% |
| Admin fee / account holder | $835 | $4,221-80.2% | $5,059-83.5% | $4,887-82.9% |