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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 | $10,773 | $117,859-90.9% | $102,438-89.5% | $145,959-92.6% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-67.0pp |
| Annual return | -11.76% | 31.72%-43.5pp | 29.37%-41.1pp | 561.95%-573.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $426 | $5,732-92.6% | $5,054-91.6% | $6,689-93.6% |
| Admin fee / account holder | $24,988 | $13,318+87.6% | $9,448+164.5% | $13,398+86.5% |