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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 | $14,229 | $99,957-85.8% | $149,745-90.5% | $73,497-80.6% |
| Participation rate | 32.2% | 75.7%-43.5pp | 82.5%-50.3pp | 70.7%-38.5pp |
| Annual return | -6.81% | 53.87%-60.7pp | 276.72%-283.5pp | 28.51%-35.3pp |
| Employer contribution / active EE | $995 | $3,191-68.8% | $4,646-78.6% | $2,270-56.2% |
| Participant deferral / active EE | $2,216 | $6,073-63.5% | $6,843-67.6% | $3,740-40.8% |
| Admin fee / account holder | $1,996 | $551+262.4% | $9,312-78.6% | $513+289.0% |