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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 | $10,954 | $46,697-76.5% | $117,529-90.7% | $68,490-84.0% |
| Participation rate | 2.5% | 56.8%-54.3pp | 70.6%-68.1pp | 67.9%-65.4pp |
| Annual return | -21.20% | -14.52%-6.7pp | 29.77%-51.0pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $258 | $2,637-90.2% | $4,072-93.7% | $4,028-93.6% |
| Admin fee / account holder | $1,619 | $4,023-59.8% | $5,645-71.3% | $5,403-70.0% |