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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 | $16,437 | $82,674-80.1% | $125,381-86.9% | $68,486-76.0% |
| Participation rate | 22.4% | 75.1%-52.6pp | 82.4%-59.9pp | 67.9%-45.4pp |
| Annual return | -23.00% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,847 | $6,111-69.8% | $7,448-75.2% | $4,028-54.1% |
| Admin fee / account holder | $1,414 | $6,277-77.5% | $10,007-85.9% | $5,404-73.8% |