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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 | $24,677 | $160,059-84.6% | $140,019-82.4% | $135,380-81.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -10.11% | 911.48%-921.6pp | 651.17%-661.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,256 | $6,420-64.9% | $5,605-59.8% | $4,779-52.8% |
| Participant deferral / active EE | $2,374 | $7,641-68.9% | $6,927-65.7% | $5,609-57.7% |
| Admin fee / account holder | $2,276 | $13,328-82.9% | $10,705-78.7% | $10,828-79.0% |