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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 | $15,967 | $56,197-71.6% | $67,652-76.4% | $59,633-73.2% |
| Participation rate | 61.4% | 71.5%-10.1pp | 75.7%-14.3pp | 68.7%-7.3pp |
| Annual return | -3.52% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $549 | $2,844-80.7% | $3,560-84.6% | $3,192-82.8% |
| Admin fee / account holder | $922 | $3,958-76.7% | $4,821-80.9% | $4,297-78.6% |