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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 | $5,736 | $54,355-89.4% | $82,744-93.1% | $68,486-91.6% |
| Participation rate | 20.3% | 63.9%-43.6pp | 72.6%-52.2pp | 67.9%-47.6pp |
| Annual return | -22.95% | -13.67%-9.3pp | 702.22%-725.2pp | -7.85%-15.1pp |
| Employer contribution / active EE | $328 | $2,219-85.2% | $3,008-89.1% | $2,597-87.4% |
| Participant deferral / active EE | $839 | $3,246-74.2% | $4,395-80.9% | $4,028-79.2% |
| Admin fee / account holder | $591 | $4,397-86.6% | $5,325-88.9% | $5,404-89.1% |