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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 | $27,289 | $152,612-82.1% | $125,192-78.2% | $152,897-82.2% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | -3.46% | 54.85%-58.3pp | 43.79%-47.3pp | 345.43%-348.9pp |
| Employer contribution / active EE | $1,033 | $4,947-79.1% | $3,866-73.3% | $4,764-78.3% |
| Participant deferral / active EE | $1,519 | $5,868-74.1% | $4,937-69.2% | $5,851-74.0% |
| Admin fee / account holder | $531 | $13,437-96.0% | $9,704-94.5% | $11,599-95.4% |