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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 | $14,288 | $69,977-79.6% | $108,582-86.8% | $62,881-77.3% |
| Participation rate | 20.0% | 72.9%-52.9pp | 79.6%-59.6pp | 69.3%-49.3pp |
| Annual return | 1.55% | 10.73%-9.2pp | -51.70%+53.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $1,636 | $2,135-23.4% | $3,758-56.5% | $2,281-28.3% |
| Participant deferral / active EE | $160 | $3,165-94.9% | $4,311-96.3% | $3,203-95.0% |
| Admin fee / account holder | $22,804 | $5,076+349.2% | $7,645+198.3% | $4,296+430.8% |