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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 | $9,867 | $57,352-82.8% | $83,830-88.2% | $64,173-84.6% |
| Participation rate | 19.2% | 68.6%-49.4pp | 76.1%-56.9pp | 69.6%-50.3pp |
| Annual return | -28.07% | 11.38%-39.5pp | 850.97%-879.0pp | 7.63%-35.7pp |
| Employer contribution / active EE | $585 | $2,546-77.0% | $3,631-83.9% | $2,381-75.4% |
| Participant deferral / active EE | $1,149 | $2,993-61.6% | $4,082-71.9% | $3,470-66.9% |
| Admin fee / account holder | $592 | $4,046-85.4% | $5,479-89.2% | $4,887-87.9% |