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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 | $10,701 | $64,719-83.5% | $112,249-90.5% | $68,486-84.4% |
| Participation rate | 31.4% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.5pp |
| Annual return | -26.84% | -11.40%-15.4pp | 27.48%-54.3pp | -7.85%-19.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,287 | $3,565-63.9% | $4,729-72.8% | $4,028-68.1% |
| Admin fee / account holder | $1,173 | $5,232-77.6% | $6,412-81.7% | $5,404-78.3% |