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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 | $17,233 | $52,911-67.4% | $73,309-76.5% | $59,633-71.1% |
| Participation rate | 18.8% | 68.2%-49.5pp | 74.9%-56.2pp | 68.7%-49.9pp |
| Annual return | -3.54% | 12.20%-15.7pp | 5.67%-9.2pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,059 | $4,069-74.0% | $4,991-78.8% | $3,192-66.8% |
| Admin fee / account holder | $3,283 | $3,835-14.4% | $5,635-41.7% | $4,297-23.6% |