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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 | $9,745 | $124,346-92.2% | $111,308-91.2% | $167,536-94.2% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | -8.96% | 37.45%-46.4pp | 54.67%-63.6pp | 478.82%-487.8pp |
| Employer contribution / active EE | $1,390 | $3,437-59.6% | $2,732-49.1% | $4,839-71.3% |
| Participant deferral / active EE | $1,390 | $5,182-73.2% | $4,487-69.0% | $6,342-78.1% |
| Admin fee / account holder | $1,083 | $10,621-89.8% | $7,965-86.4% | $12,315-91.2% |