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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 | $11,638 | $142,361-91.8% | $119,608-90.3% | $134,509-91.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -20.55% | -12.46%-8.1pp | -14.98%-5.6pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,052 | $5,224-79.9% | $4,232-75.1% | $4,741-77.8% |
| Participant deferral / active EE | $1,540 | $6,468-76.2% | $5,601-72.5% | $6,400-75.9% |
| Admin fee / account holder | $2,467 | $13,588-81.8% | $10,326-76.1% | $11,427-78.4% |