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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 | $20,521 | $79,223-74.1% | $102,460-80.0% | $74,478-72.4% |
| Participation rate | 18.7% | 74.8%-56.1pp | 76.5%-57.8pp | 67.2%-48.5pp |
| Annual return | -32.36% | 54.98%-87.3pp | 29.47%-61.8pp | 1370.56%-1402.9pp |
| Employer contribution / active EE | $2,064 | $2,363-12.7% | $3,025-31.8% | $2,626-21.4% |
| Participant deferral / active EE | $1,825 | $4,417-58.7% | $5,056-63.9% | $4,350-58.0% |
| Admin fee / account holder | $12,616 | $2,003+529.8% | $9,460+33.4% | $1,946+548.4% |