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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 | $25,173 | $59,456-57.7% | $93,681-73.1% | $74,400-66.2% |
| Participation rate | 8.0% | 59.6%-51.7pp | 68.7%-60.8pp | 67.2%-59.2pp |
| Annual return | 4.50% | 82.00%-77.5pp | 133.47%-129.0pp | 1367.51%-1363.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $616 | $3,052-79.8% | $4,415-86.0% | $4,348-85.8% |
| Admin fee / account holder | $10,119 | $3,026+234.4% | $8,290+22.1% | $1,944+420.6% |