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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 | $19,418 | $77,472-74.9% | $100,392-80.7% | $80,935-76.0% |
| Participation rate | 10.2% | 76.9%-66.7pp | 81.5%-71.3pp | 67.7%-57.5pp |
| Annual return | -0.40% | 37.26%-37.7pp | 49.45%-49.8pp | 35.66%-36.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $611 | $6,818-91.0% | $8,090-92.4% | $4,299-85.8% |
| Admin fee / account holder | $9,475 | $5,885+61.0% | $7,904+19.9% | $6,924+36.8% |