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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 | $7,627 | $80,812-90.6% | $160,784-95.3% | $82,448-90.7% |
| Participation rate | 45.5% | 66.2%-20.8pp | 77.0%-31.5pp | 68.1%-22.6pp |
| Annual return | -3.79% | 100.59%-104.4pp | 1803.92%-1807.7pp | 41.64%-45.4pp |
| Employer contribution / active EE | $657 | $2,174-69.8% | $3,733-82.4% | $2,551-74.2% |
| Participant deferral / active EE | $795 | $4,335-81.7% | $6,293-87.4% | $4,139-80.8% |
| Admin fee / account holder | $30,827 | $7,695+300.6% | $9,717+217.3% | $7,234+326.1% |