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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 | $3,820 | $49,177-92.2% | $79,467-95.2% | $64,173-94.0% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.6%-25.1pp |
| Annual return | -13.39% | -1.16%-12.2pp | 718.30%-731.7pp | 7.63%-21.0pp |
| Employer contribution / active EE | $323 | $2,076-84.4% | $2,800-88.5% | $2,381-86.4% |
| Participant deferral / active EE | $323 | $2,821-88.5% | $3,704-91.3% | $3,470-90.7% |
| Admin fee / account holder | $1,736 | $3,839-54.8% | $5,104-66.0% | $4,887-64.5% |