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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 | $7,960 | $106,749-92.5% | $145,433-94.5% | $82,448-90.3% |
| Participation rate | 5.9% | 75.6%-69.8pp | 82.1%-76.2pp | 68.1%-62.2pp |
| Annual return | -11.06% | 27.59%-38.6pp | 66.58%-77.6pp | 41.64%-52.7pp |
| Employer contribution / active EE | $1,262 | $3,444-63.4% | $4,554-72.3% | $2,551-50.5% |
| Participant deferral / active EE | $228 | $6,519-96.5% | $7,897-97.1% | $4,139-94.5% |
| Admin fee / account holder | $17,088 | $8,390+103.7% | $13,129+30.2% | $7,234+136.2% |