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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 | $12,850 | $100,811-87.3% | $86,698-85.2% | $134,545-90.4% |
| Participation rate | 4.8% | 79.0%-74.2pp | 76.6%-71.8pp | 81.2%-76.5pp |
| Annual return | -22.06% | 29.11%-51.2pp | 35.96%-58.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $243 | $5,339-95.5% | $4,656-94.8% | $6,401-96.2% |
| Admin fee / account holder | $7,056 | $10,926-35.4% | $7,492-5.8% | $11,431-38.3% |