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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 | $13,044 | $82,678-84.2% | $125,391-89.6% | $68,490-81.0% |
| Participation rate | 17.3% | 75.1%-57.8pp | 82.4%-65.1pp | 67.9%-50.6pp |
| Annual return | -34.15% | -5.97%-28.2pp | 572.41%-606.6pp | -7.85%-26.3pp |
| Employer contribution / active EE | $1,112 | $3,382-67.1% | $4,816-76.9% | $2,597-57.2% |
| Participant deferral / active EE | $1,538 | $6,111-74.8% | $7,448-79.4% | $4,028-61.8% |
| Admin fee / account holder | $6,385 | $6,277+1.7% | $10,009-36.2% | $5,403+18.2% |