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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 | $21,275 | $58,320-63.5% | $86,439-75.4% | $66,930-68.2% |
| Participation rate | 51.9% | 78.6%-26.7pp | 80.3%-28.4pp | 69.8%-17.9pp |
| Annual return | -18.84% | -9.71%-9.1pp | 4395.55%-4414.4pp | 1.57%-20.4pp |
| Employer contribution / active EE | $918 | $2,615-64.9% | $3,769-75.6% | $2,545-63.9% |
| Participant deferral / active EE | $3,034 | $6,899-56.0% | $6,952-56.3% | $4,238-28.4% |
| Admin fee / account holder | $1,216 | $546+122.8% | $6,732-81.9% | $593+104.9% |