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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 | $11,461 | $104,953-89.1% | $84,637-86.5% | $152,909-92.5% |
| Participation rate | 54.5% | 74.8%-20.3pp | 68.2%-13.7pp | 82.5%-27.9pp |
| Annual return | -4.29% | 373.94%-378.2pp | 258.82%-263.1pp | 345.46%-349.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $493 | $4,691-89.5% | $3,900-87.4% | $5,851-91.6% |
| Admin fee / account holder | $1,933 | $6,244-69.0% | $4,914-60.7% | $11,601-83.3% |