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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 | $7,475 | $62,583-88.1% | $76,767-90.3% | $64,173-88.4% |
| Participation rate | 27.8% | 72.8%-45.0pp | 77.0%-49.1pp | 69.6%-41.7pp |
| Annual return | -10.10% | -1.95%-8.2pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,297 | $3,145-58.8% | $3,852-66.3% | $3,470-62.6% |
| Admin fee / account holder | $807 | $4,667-82.7% | $6,675-87.9% | $4,887-83.5% |