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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 | $10,461 | $165,361-93.7% | $149,715-93.0% | $158,950-93.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -57.94% | 348.24%-406.2pp | 276.66%-334.6pp | 302.91%-360.8pp |
| Employer contribution / active EE | $1,627 | $5,103-68.1% | $4,645-65.0% | $4,762-65.8% |
| Participant deferral / active EE | $2,258 | $7,182-68.6% | $6,842-67.0% | $5,983-62.3% |
| Admin fee / account holder | $14,507 | $10,808+34.2% | $9,310+55.8% | $11,248+29.0% |