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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 | $17,938 | $110,240-83.7% | $96,544-81.4% | $139,487-87.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | -8.00% | 26.41%-34.4pp | 25.88%-33.9pp | 373.84%-381.8pp |
| Employer contribution / active EE | $1,110 | $3,622-69.4% | $2,966-62.6% | $4,755-76.7% |
| Participant deferral / active EE | $1,110 | $5,549-80.0% | $4,851-77.1% | $6,713-83.5% |
| Admin fee / account holder | $2,697 | $11,602-76.8% | $8,254-67.3% | $11,407-76.4% |