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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 | $6,177 | $47,944-87.1% | $67,834-90.9% | $62,881-90.2% |
| Participation rate | 32.1% | 61.1%-28.9pp | 68.8%-36.7pp | 69.3%-37.2pp |
| Annual return | -34.05% | 11.77%-45.8pp | 138.47%-172.5pp | 20.14%-54.2pp |
| Employer contribution / active EE | $648 | $1,562-58.5% | $2,403-73.0% | $2,281-71.6% |
| Participant deferral / active EE | $790 | $2,247-64.8% | $3,160-75.0% | $3,203-75.3% |
| Admin fee / account holder | $1,928 | $3,712-48.1% | $4,622-58.3% | $4,296-55.1% |