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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 | $12,816 | $65,555-80.4% | $86,216-85.1% | $75,173-83.0% |
| Participation rate | 15.7% | 60.5%-44.8pp | 69.0%-53.3pp | 67.2%-51.5pp |
| Annual return | -76.47% | 46.07%-122.5pp | 1169.42%-1245.9pp | 160.72%-237.2pp |
| Employer contribution / active EE | $500 | $1,553-67.8% | $2,382-79.0% | $2,671-81.3% |
| Participant deferral / active EE | $969 | $3,023-67.9% | $3,986-75.7% | $4,126-76.5% |
| Admin fee / account holder | $3,217 | $5,469-41.2% | $6,853-53.1% | $5,651-43.1% |