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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 | $1,575 | $77,920-98.0% | $149,723-98.9% | $75,177-97.9% |
| Participation rate | 67.0% | 65.6%+1.5pp | 78.8%-11.7pp | 67.2%-0.2pp |
| Annual return | -31.12% | 31.72%-62.8pp | 134.50%-165.6pp | 160.75%-191.9pp |
| Employer contribution / active EE | $755 | $3,138-76.0% | $4,821-84.4% | $2,671-71.8% |
| Participant deferral / active EE | $721 | $3,411-78.9% | $5,682-87.3% | $4,126-82.5% |
| Admin fee / account holder | $740 | $5,951-87.6% | $13,215-94.4% | $5,651-86.9% |