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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 | $21,877 | $71,873-69.6% | $86,698-74.8% | $68,490-68.1% |
| Participation rate | 43.2% | 72.2%-29.0pp | 76.6%-33.3pp | 67.9%-24.7pp |
| Annual return | -19.51% | 3.54%-23.0pp | 35.96%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,083 | $2,173-50.2% | $2,837-61.8% | $2,597-58.3% |
| Participant deferral / active EE | $1,710 | $3,779-54.8% | $4,656-63.3% | $4,028-57.5% |
| Admin fee / account holder | $811 | $6,110-86.7% | $7,492-89.2% | $5,403-85.0% |