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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 | $10,535 | $93,346-88.7% | $71,796-85.3% | $273,972-96.2% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | -0.95% | 130.39%-131.3pp | 78.04%-79.0pp | 41.46%-42.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $491 | $3,475-85.9% | $2,794-82.4% | $5,287-90.7% |
| Admin fee / account holder | $14,063 | $6,571+114.0% | $4,815+192.1% | $10,133+38.8% |