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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 | $14,476 | $46,745-69.0% | $60,547-76.1% | $52,331-72.3% |
| Participation rate | 17.4% | 58.6%-41.1pp | 68.0%-50.5pp | 68.1%-50.7pp |
| Annual return | -8.44% | 0.61%-9.0pp | 335.64%-344.1pp | 4.54%-13.0pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $713 | $2,145-66.7% | $3,328-78.6% | $3,022-76.4% |
| Admin fee / account holder | $545 | $537+1.6% | $4,536-88.0% | $592-7.8% |