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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 | $6,106 | $96,388-93.7% | $80,627-92.4% | $139,466-95.6% |
| Participation rate | 27.3% | 73.6%-46.4pp | 67.0%-39.7pp | 80.3%-53.1pp |
| Annual return | -1.47% | 1352.08%-1353.5pp | 936.76%-938.2pp | 373.66%-375.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $560 | $5,224-89.3% | $4,443-87.4% | $6,712-91.7% |
| Admin fee / account holder | $11,005 | $6,603+66.7% | $5,381+104.5% | $11,409-3.5% |