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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 | $12,198 | $61,660-80.2% | $80,022-84.8% | $64,173-81.0% |
| Participation rate | 17.9% | 71.7%-53.8pp | 75.8%-58.0pp | 69.6%-51.7pp |
| Annual return | -17.10% | -0.33%-16.8pp | 11.22%-28.3pp | 7.63%-24.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $991 | $2,968-66.6% | $3,686-73.1% | $3,470-71.4% |
| Admin fee / account holder | $409 | $5,417-92.5% | $6,521-93.7% | $4,887-91.6% |