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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 | $6,349 | $82,678-92.3% | $125,391-94.9% | $68,490-90.7% |
| Participation rate | 44.1% | 75.1%-31.0pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -20.45% | -5.97%-14.5pp | 572.41%-592.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $756 | $3,382-77.7% | $4,816-84.3% | $2,597-70.9% |
| Participant deferral / active EE | $1,000 | $6,111-83.6% | $7,448-86.6% | $4,028-75.2% |
| Admin fee / account holder | $951 | $6,277-84.9% | $10,009-90.5% | $5,403-82.4% |