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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 | $1,802 | $52,678-96.6% | $75,784-97.6% | $59,633-97.0% |
| Participation rate | 36.1% | 67.2%-31.1pp | 75.8%-39.7pp | 68.7%-32.6pp |
| Annual return | -19.38% | 2.95%-22.3pp | 9.68%-29.1pp | 2041.45%-2060.8pp |
| Employer contribution / active EE | $1,131 | $2,193-48.4% | $3,323-66.0% | $2,203-48.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,647 | $3,610-54.4% | $5,300-68.9% | $4,297-61.7% |