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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 | $11,539 | $82,032-85.9% | $123,106-90.6% | $59,633-80.7% |
| Participation rate | 45.9% | 83.2%-37.3pp | 86.8%-40.8pp | 68.7%-22.7pp |
| Annual return | -3.39% | 5.12%-8.5pp | 13.22%-16.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,608 | $4,667-65.5% | $6,229-74.2% | $3,192-49.6% |
| Admin fee / account holder | $1,306 | $5,881-77.8% | $9,015-85.5% | $4,297-69.6% |