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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 | $20,832 | $62,583-66.7% | $76,767-72.9% | $64,173-67.5% |
| Participation rate | 37.2% | 72.8%-35.6pp | 77.0%-39.8pp | 69.6%-32.4pp |
| Annual return | -10.85% | -1.95%-8.9pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $776 | $3,145-75.3% | $3,852-79.9% | $3,470-77.6% |
| Admin fee / account holder | $1,235 | $4,667-73.5% | $6,675-81.5% | $4,887-74.7% |