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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 | $14,284 | $86,655-83.5% | $119,622-88.1% | $66,938-78.7% |
| Participation rate | 27.5% | 75.6%-48.0pp | 79.3%-51.7pp | 69.8%-42.3pp |
| Annual return | -29.79% | -8.00%-21.8pp | -14.98%-14.8pp | 1.58%-31.4pp |
| Employer contribution / active EE | $1,005 | $2,536-60.4% | $4,232-76.3% | $2,545-60.5% |
| Participant deferral / active EE | $1,640 | $4,358-62.4% | $5,601-70.7% | $4,238-61.3% |
| Admin fee / account holder | $300 | $755-60.2% | $10,328-97.1% | $594-49.4% |