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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 | $9,863 | $68,878-85.7% | $120,574-91.8% | $80,935-87.8% |
| Participation rate | 28.2% | 61.7%-33.5pp | 71.9%-43.7pp | 67.7%-39.5pp |
| Annual return | -11.13% | 23.67%-34.8pp | 107.42%-118.6pp | 35.66%-46.8pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $798 | $3,189-75.0% | $4,996-84.0% | $4,299-81.4% |
| Admin fee / account holder | $2,073 | $5,782-64.2% | $9,445-78.1% | $6,924-70.1% |