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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 | $11,116 | $65,575-83.0% | $86,209-87.1% | $75,181-85.2% |
| Participation rate | 51.1% | 60.5%-9.4pp | 69.0%-17.8pp | 67.2%-16.1pp |
| Annual return | 5.93% | 46.07%-40.1pp | 1169.05%-1163.1pp | 160.69%-154.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,047 | $3,023-65.4% | $3,986-73.7% | $4,126-74.6% |
| Admin fee / account holder | $20,421 | $5,470+273.3% | $6,853+198.0% | $5,650+261.4% |