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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 | $10,489 | $52,519-80.0% | $155,789-93.3% | $59,633-82.4% |
| Participation rate | 42.5% | 61.7%-19.2pp | 76.1%-33.6pp | 68.7%-26.2pp |
| Annual return | -4.42% | 53.51%-57.9pp | 71.54%-76.0pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $499 | $1,589-68.6% | $3,839-87.0% | $2,203-77.3% |
| Participant deferral / active EE | $753 | $3,084-75.6% | $4,798-84.3% | $3,192-76.4% |
| Admin fee / account holder | $1,934 | $3,540-45.4% | $7,477-74.1% | $4,297-55.0% |