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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 | $13,190 | $150,412-91.2% | $120,574-89.1% | $145,884-91.0% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | -2.32% | 154.50%-156.8pp | 107.42%-109.7pp | 551.85%-554.2pp |
| Employer contribution / active EE | $1,000 | $4,355-77.0% | $3,471-71.2% | $4,662-78.5% |
| Participant deferral / active EE | $1,101 | $6,175-82.2% | $4,996-78.0% | $6,690-83.5% |
| Admin fee / account holder | $1,599 | $12,224-86.9% | $9,445-83.1% | $13,392-88.1% |