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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 | $9,900 | $138,102-92.8% | $125,381-92.1% | $134,532-92.6% |
| Participation rate | 45.8% | 84.5%-38.7pp | 82.4%-36.5pp | 81.2%-35.4pp |
| Annual return | -21.13% | 750.73%-771.9pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,787 | $5,245-46.9% | $4,815-42.1% | $4,741-41.2% |
| Participant deferral / active EE | $2,404 | $7,801-69.2% | $7,448-67.7% | $6,401-62.5% |
| Admin fee / account holder | $372 | $11,568-96.8% | $10,007-96.3% | $11,429-96.7% |