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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 | $10,835 | $75,962-85.7% | $154,108-93.0% | $64,173-83.1% |
| Participation rate | 26.7% | 70.4%-43.7pp | 83.0%-56.4pp | 69.6%-42.9pp |
| Annual return | -16.16% | 30.32%-46.5pp | 735.21%-751.4pp | 7.63%-23.8pp |
| Employer contribution / active EE | $597 | $3,350-82.2% | $5,298-88.7% | $2,381-74.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $798 | $5,589-85.7% | $13,411-94.1% | $4,887-83.7% |