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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 | $13,128 | $64,138-79.5% | $112,258-88.3% | $66,930-80.4% |
| Participation rate | 10.1% | 68.5%-58.4pp | 75.1%-65.0pp | 69.8%-59.7pp |
| Annual return | -30.50% | -13.81%-16.7pp | 27.47%-58.0pp | 1.57%-32.1pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $734 | $3,694-80.1% | $4,728-84.5% | $4,238-82.7% |
| Admin fee / account holder | $1,110 | $625+77.5% | $6,411-82.7% | $593+87.1% |