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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 | $8,831 | $52,519-83.2% | $155,789-94.3% | $59,633-85.2% |
| Participation rate | 17.2% | 61.7%-44.5pp | 76.1%-58.9pp | 68.7%-51.5pp |
| Annual return | -7.17% | 53.51%-60.7pp | 71.54%-78.7pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $427 | $1,589-73.1% | $3,839-88.9% | $2,203-80.6% |
| Participant deferral / active EE | $772 | $3,084-75.0% | $4,798-83.9% | $3,192-75.8% |
| Admin fee / account holder | $1,576 | $3,540-55.5% | $7,477-78.9% | $4,297-63.3% |