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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 | $7,896 | $52,678-85.0% | $75,784-89.6% | $59,633-86.8% |
| Participation rate | 27.7% | 67.2%-39.6pp | 75.8%-48.2pp | 68.7%-41.0pp |
| Annual return | -13.05% | 2.95%-16.0pp | 9.68%-22.7pp | 2041.45%-2054.5pp |
| Employer contribution / active EE | $4,694 | $2,193+114.0% | $3,323+41.2% | $2,203+113.1% |
| Participant deferral / active EE | $414 | $2,591-84.0% | $3,652-88.7% | $3,192-87.0% |
| Admin fee / account holder | $11,548 | $3,610+219.9% | $5,300+117.9% | $4,297+168.7% |