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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 | $10,945 | $50,947-78.5% | $74,549-85.3% | $64,173-82.9% |
| Participation rate | 16.0% | 61.1%-45.1pp | 69.1%-53.1pp | 69.6%-53.6pp |
| Annual return | -8.93% | -1.85%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $831 | $2,302-63.9% | $3,108-73.3% | $3,470-76.1% |
| Admin fee / account holder | $1,530 | $4,221-63.7% | $5,059-69.8% | $4,887-68.7% |