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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 | $14,876 | $86,655-82.8% | $119,622-87.6% | $66,938-77.8% |
| Participation rate | 13.7% | 75.6%-61.8pp | 79.3%-65.5pp | 69.8%-56.1pp |
| Annual return | -23.00% | -8.00%-15.0pp | -14.98%-8.0pp | 1.58%-24.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $714 | $4,358-83.6% | $5,601-87.3% | $4,238-83.2% |
| Admin fee / account holder | $1,543 | $755+104.4% | $10,328-85.1% | $594+160.0% |