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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 | $11,302 | $86,655-87.0% | $119,622-90.6% | $66,938-83.1% |
| Participation rate | 9.3% | 75.6%-66.3pp | 79.3%-70.0pp | 69.8%-60.6pp |
| Annual return | -18.67% | -8.00%-10.7pp | -14.98%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $555 | $4,358-87.3% | $5,601-90.1% | $4,238-86.9% |
| Admin fee / account holder | $3,876 | $755+413.6% | $10,328-62.5% | $594+553.1% |