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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 | $20,004 | $125,797-84.1% | $170,043-88.2% | $75,173-73.4% |
| Participation rate | 61.6% | 83.6%-22.0pp | 87.0%-25.4pp | 67.2%-5.6pp |
| Annual return | -19.87% | 27.20%-47.1pp | 53.40%-73.3pp | 160.72%-180.6pp |
| Employer contribution / active EE | $1,639 | $4,616-64.5% | $6,790-75.9% | $2,671-38.6% |
| Participant deferral / active EE | $2,285 | $6,838-66.6% | $10,410-78.1% | $4,126-44.6% |
| Admin fee / account holder | $1,018 | $8,177-87.5% | $12,824-92.1% | $5,651-82.0% |