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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 | $26,481 | $83,045-68.1% | $130,045-79.6% | $71,511-63.0% |
| Participation rate | 31.7% | 74.1%-42.4pp | 78.5%-46.8pp | 67.9%-36.2pp |
| Annual return | 13.12% | 20.61%-7.5pp | -137.30%+150.4pp | 28.86%-15.7pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,586 | $4,436-64.2% | $5,820-72.7% | $4,291-63.0% |
| Admin fee / account holder | $9,067 | $1,727+425.0% | $10,600-14.5% | $1,588+470.8% |