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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 | $18,918 | $84,493-77.6% | $125,381-84.9% | $66,938-71.7% |
| Participation rate | 56.9% | 76.4%-19.5pp | 82.4%-25.5pp | 69.8%-12.9pp |
| Annual return | -19.19% | -8.49%-10.7pp | 572.31%-591.5pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,461 | $3,554-58.9% | $4,815-69.7% | $2,545-42.6% |
| Participant deferral / active EE | $3,134 | $6,783-53.8% | $7,448-57.9% | $4,238-26.1% |
| Admin fee / account holder | $814 | $685+18.9% | $10,007-91.9% | $594+37.2% |