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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 | $11,050 | $77,638-85.8% | $156,551-92.9% | $62,881-82.4% |
| Participation rate | 53.3% | 71.2%-17.9pp | 84.0%-30.7pp | 69.3%-16.0pp |
| Annual return | -2.18% | 50.33%-52.5pp | 32.23%-34.4pp | 20.14%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $798 | $3,046-73.8% | $4,871-83.6% | $3,203-75.1% |
| Admin fee / account holder | $1,137 | $5,561-79.5% | $13,028-91.3% | $4,296-73.5% |