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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 | $8,383 | $53,128-84.2% | $86,582-90.3% | $70,126-88.0% |
| Participation rate | 64.7% | 65.3%-0.6pp | 73.5%-8.8pp | 69.5%-4.8pp |
| Annual return | -20.72% | 27.66%-48.4pp | 965.08%-985.8pp | 73.15%-93.9pp |
| Employer contribution / active EE | $421 | $2,068-79.7% | $2,839-85.2% | $2,343-82.0% |
| Participant deferral / active EE | $627 | $2,695-76.7% | $3,609-82.6% | $3,332-81.2% |
| Admin fee / account holder | $1,616 | $3,584-54.9% | $4,904-67.0% | $4,645-65.2% |