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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 | $17,897 | $50,464-64.5% | $75,784-76.4% | $52,331-65.8% |
| Participation rate | 14.9% | 66.8%-51.9pp | 75.8%-61.0pp | 68.1%-53.3pp |
| Annual return | -4.47% | 1.03%-5.5pp | 9.68%-14.2pp | 4.54%-9.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $308 | $2,570-88.0% | $3,652-91.6% | $3,022-89.8% |
| Admin fee / account holder | $1,841 | $1,103+66.9% | $5,300-65.3% | $592+211.2% |