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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 | $2,793 | $49,177-94.3% | $79,476-96.5% | $64,181-95.6% |
| Participation rate | 19.6% | 65.0%-45.5pp | 73.3%-53.8pp | 69.6%-50.0pp |
| Annual return | -13.06% | -1.16%-11.9pp | 718.21%-731.3pp | 7.63%-20.7pp |
| Employer contribution / active EE | $231 | $2,076-88.9% | $2,800-91.7% | $2,381-90.3% |
| Participant deferral / active EE | $234 | $2,821-91.7% | $3,704-93.7% | $3,470-93.2% |
| Admin fee / account holder | $2,810 | $3,839-26.8% | $5,113-45.1% | $4,887-42.5% |