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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 | $6,358 | $82,674-92.3% | $125,381-94.9% | $68,486-90.7% |
| Participation rate | 42.3% | 75.1%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -33.75% | -5.97%-27.8pp | 572.31%-606.1pp | -7.85%-25.9pp |
| Employer contribution / active EE | $1,755 | $3,382-48.1% | $4,815-63.6% | $2,597-32.4% |
| Participant deferral / active EE | $1,822 | $6,111-70.2% | $7,448-75.5% | $4,028-54.8% |
| Admin fee / account holder | $1,373 | $6,277-78.1% | $10,007-86.3% | $5,404-74.6% |