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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 | $27,115 | $91,537-70.4% | $130,045-79.1% | $75,173-63.9% |
| Participation rate | 47.1% | 71.5%-24.4pp | 78.5%-31.4pp | 67.2%-20.1pp |
| Annual return | 11.20% | -631.55%+642.7pp | -137.30%+148.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $913 | $2,845-67.9% | $4,321-78.9% | $2,671-65.8% |
| Participant deferral / active EE | $1,719 | $4,343-60.4% | $5,820-70.5% | $4,126-58.3% |
| Admin fee / account holder | $4,607 | $6,780-32.0% | $10,600-56.5% | $5,651-18.5% |