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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 | $12,130 | $59,813-79.7% | $79,580-84.8% | $68,486-82.3% |
| Participation rate | 34.6% | 61.1%-26.5pp | 69.5%-34.9pp | 67.9%-33.3pp |
| Annual return | -20.21% | -12.30%-7.9pp | 0.15%-20.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $930 | $3,024-69.3% | $3,985-76.7% | $4,028-76.9% |
| Admin fee / account holder | $1,078 | $4,835-77.7% | $6,835-84.2% | $5,404-80.0% |