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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 | $14,045 | $64,138-78.1% | $112,258-87.5% | $66,930-79.0% |
| Participation rate | 21.4% | 68.5%-47.1pp | 75.1%-53.7pp | 69.8%-48.5pp |
| Annual return | -26.11% | -13.81%-12.3pp | 27.47%-53.6pp | 1.57%-27.7pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,044 | $3,694-71.7% | $4,728-77.9% | $4,238-75.4% |
| Admin fee / account holder | $3,565 | $625+470.1% | $6,411-44.4% | $593+500.8% |