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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 | $12,895 | $107,353-88.0% | $92,903-86.1% | $152,885-91.6% |
| Participation rate | 15.4% | 79.8%-64.4pp | 76.0%-60.6pp | 82.5%-67.1pp |
| Annual return | -2.32% | 145.62%-147.9pp | 109.43%-111.7pp | 345.39%-347.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $751 | $4,848-84.5% | $4,238-82.3% | $5,851-87.2% |
| Admin fee / account holder | $16,478 | $7,081+132.7% | $5,795+184.4% | $11,598+42.1% |