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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 | $1,783 | $37,156-95.2% | $83,854-97.9% | $86,983-97.9% |
| Participation rate | 35.9% | 49.1%-13.2pp | 59.1%-23.2pp | 69.5%-33.6pp |
| Annual return | -36.78% | 29.88%-66.7pp | 31.39%-68.2pp | 25.83%-62.6pp |
| Employer contribution / active EE | $95 | $661-85.7% | $1,017-90.7% | $2,584-96.3% |
| Participant deferral / active EE | $213 | $1,418-85.0% | $2,035-89.5% | $4,194-94.9% |
| Admin fee / account holder | $768 | $2,510-69.4% | $3,197-76.0% | $7,856-90.2% |