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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 | $10,469 | $75,058-86.1% | $152,301-93.1% | $64,340-83.7% |
| Participation rate | 16.7% | 60.9%-44.2pp | 82.4%-65.8pp | 55.2%-38.6pp |
| Annual return | -1.09% | 29.93%-31.0pp | 80.50%-81.6pp | 24.14%-25.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $580 | $5,041-88.5% | $8,004-92.7% | $2,980-80.5% |
| Admin fee / account holder | $5,082 | $4,050+25.5% | $14,398-64.7% | $3,703+37.3% |