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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 | $10,555 | $135,956-92.2% | $123,894-91.5% | $273,972-96.1% |
| Participation rate | 52.6% | 84.1%-31.4pp | 81.4%-28.8pp | 83.0%-30.4pp |
| Annual return | -53.97% | 56.63%-110.6pp | 47.52%-101.5pp | 41.46%-95.4pp |
| Employer contribution / active EE | $880 | $5,170-83.0% | $4,617-80.9% | $4,869-81.9% |
| Participant deferral / active EE | $1,223 | $6,343-80.7% | $5,984-79.6% | $5,287-76.9% |
| Admin fee / account holder | $8,655 | $9,817-11.8% | $8,357+3.6% | $10,133-14.6% |