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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 | $9,484 | $82,674-88.5% | $125,381-92.4% | $68,486-86.2% |
| Participation rate | 48.1% | 75.1%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -26.26% | -5.97%-20.3pp | 572.31%-598.6pp | -7.85%-18.4pp |
| Employer contribution / active EE | $832 | $3,382-75.4% | $4,815-82.7% | $2,597-68.0% |
| Participant deferral / active EE | $1,285 | $6,111-79.0% | $7,448-82.7% | $4,028-68.1% |
| Admin fee / account holder | $455 | $6,277-92.7% | $10,007-95.5% | $5,404-91.6% |