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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 | $11,146 | $77,638-85.6% | $156,551-92.9% | $62,881-82.3% |
| Participation rate | 26.5% | 71.2%-44.7pp | 84.0%-57.5pp | 69.3%-42.8pp |
| Annual return | -3.52% | 50.33%-53.8pp | 32.23%-35.8pp | 20.14%-23.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $274 | $3,046-91.0% | $4,871-94.4% | $3,203-91.5% |
| Admin fee / account holder | $489 | $5,561-91.2% | $13,028-96.2% | $4,296-88.6% |