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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 | $10,152 | $59,116-82.8% | $86,438-88.3% | $68,486-85.2% |
| Participation rate | 39.6% | 75.2%-35.7pp | 80.3%-40.7pp | 67.9%-28.3pp |
| Annual return | -22.70% | -0.23%-22.5pp | 4397.19%-4419.9pp | -7.85%-14.8pp |
| Employer contribution / active EE | $412 | $2,519-83.6% | $3,769-89.1% | $2,597-84.1% |
| Participant deferral / active EE | $1,450 | $5,902-75.4% | $6,952-79.1% | $4,028-64.0% |
| Admin fee / account holder | $2,216 | $5,639-60.7% | $6,733-67.1% | $5,404-59.0% |