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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 | $15,003 | $72,177-79.2% | $115,038-87.0% | $59,633-74.8% |
| Participation rate | 56.3% | 72.6%-16.3pp | 81.4%-25.1pp | 68.7%-12.4pp |
| Annual return | -5.84% | 12.02%-17.9pp | 26.14%-32.0pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,619 | $4,783-66.2% | $6,026-73.1% | $3,192-49.3% |
| Admin fee / account holder | $5,235 | $4,927+6.3% | $8,175-36.0% | $4,297+21.8% |