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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 | $29,416 | $94,031-68.7% | $115,768-74.6% | $82,448-64.3% |
| Participation rate | 2.0% | 70.4%-68.4pp | 74.4%-72.4pp | 68.1%-66.1pp |
| Annual return | 6.16% | 20.61%-14.4pp | 100.46%-94.3pp | 41.64%-35.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $121 | $3,972-97.0% | $4,917-97.5% | $4,139-97.1% |
| Admin fee / account holder | $67,498 | $10,249+558.6% | $12,439+442.6% | $7,234+833.0% |