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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 | $13,367 | $63,346-78.9% | $92,240-85.5% | $70,126-80.9% |
| Participation rate | 56.4% | 68.7%-12.3pp | 76.5%-20.1pp | 69.5%-13.2pp |
| Annual return | -15.89% | 530.19%-546.1pp | 176.29%-192.2pp | 73.15%-89.0pp |
| Employer contribution / active EE | $518 | $2,471-79.0% | $3,680-85.9% | $2,343-77.9% |
| Participant deferral / active EE | $749 | $2,854-73.8% | $3,897-80.8% | $3,332-77.5% |
| Admin fee / account holder | $4,374 | $3,841+13.9% | $5,194-15.8% | $4,645-5.9% |