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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 | $6,274 | $48,267-87.0% | $68,808-90.9% | $68,486-90.8% |
| Participation rate | 18.4% | 60.7%-42.3pp | 69.0%-50.6pp | 67.9%-49.5pp |
| Annual return | -39.15% | -12.70%-26.5pp | -6.37%-32.8pp | -7.85%-31.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $385 | $2,867-86.6% | $3,942-90.2% | $4,028-90.4% |
| Admin fee / account holder | $2,031 | $4,362-53.4% | $4,936-58.9% | $5,404-62.4% |