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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 | $7,118 | $54,763-87.0% | $90,324-92.1% | $72,976-90.2% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | -16.57% | 30.63%-47.2pp | 78.15%-94.7pp | 81.02%-97.6pp |
| Employer contribution / active EE | $237 | $2,093-88.7% | $2,856-91.7% | $2,440-90.3% |
| Participant deferral / active EE | $387 | $2,887-86.6% | $3,885-90.0% | $3,608-89.3% |
| Admin fee / account holder | $317 | $3,973-92.0% | $5,356-94.1% | $5,124-93.8% |