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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 | $8,643 | $95,188-90.9% | $76,518-88.7% | $135,380-93.6% |
| Participation rate | 21.4% | 74.4%-53.0pp | 68.0%-46.6pp | 82.6%-61.2pp |
| Annual return | -14.94% | 4.85%-19.8pp | -0.27%-14.7pp | 519.81%-534.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $454 | $4,640-90.2% | $3,836-88.2% | $5,609-91.9% |
| Admin fee / account holder | $830 | $6,249-86.7% | $4,849-82.9% | $10,828-92.3% |