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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 | $23,828 | $91,537-74.0% | $130,045-81.7% | $75,173-68.3% |
| Participation rate | 47.8% | 71.5%-23.6pp | 78.5%-30.7pp | 67.2%-19.4pp |
| Annual return | 11.50% | -631.55%+643.0pp | -137.30%+148.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $840 | $4,343-80.6% | $5,820-85.6% | $4,126-79.6% |
| Admin fee / account holder | $3,159 | $6,780-53.4% | $10,600-70.2% | $5,651-44.1% |