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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 | $12,708 | $75,832-83.2% | $147,617-91.4% | $59,633-78.7% |
| Participation rate | 31.8% | 71.6%-39.7pp | 84.6%-52.8pp | 68.7%-36.9pp |
| Annual return | -2.82% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $463 | $3,485-86.7% | $5,564-91.7% | $2,203-79.0% |
| Participant deferral / active EE | $584 | $3,131-81.3% | $4,895-88.1% | $3,192-81.7% |
| Admin fee / account holder | $5,371 | $5,986-10.3% | $11,612-53.7% | $4,297+25.0% |