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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 | $7,524 | $49,471-84.8% | $79,583-90.5% | $66,949-88.8% |
| Participation rate | 30.6% | 61.4%-30.7pp | 69.5%-38.9pp | 69.8%-39.2pp |
| Annual return | -23.41% | 84.30%-107.7pp | 0.16%-23.6pp | 1.57%-25.0pp |
| Employer contribution / active EE | $659 | $1,266-47.9% | $2,414-72.7% | $2,545-74.1% |
| Participant deferral / active EE | $1,081 | $3,160-65.8% | $3,986-72.9% | $4,239-74.5% |
| Admin fee / account holder | $749 | $595+25.9% | $6,835-89.0% | $594+26.1% |