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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 | $23,331 | $102,422-77.2% | $147,117-84.1% | $80,959-71.2% |
| Participation rate | 40.7% | 75.9%-35.1pp | 82.2%-41.4pp | 67.7%-26.9pp |
| Annual return | -17.44% | 135.16%-152.6pp | 420.54%-438.0pp | 35.67%-53.1pp |
| Employer contribution / active EE | $1,158 | $3,717-68.9% | $4,932-76.5% | $2,757-58.0% |
| Participant deferral / active EE | $1,826 | $6,652-72.5% | $8,065-77.4% | $4,300-57.5% |
| Admin fee / account holder | $14,763 | $7,953+85.6% | $12,993+13.6% | $6,925+113.2% |