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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 | $22,519 | $65,453-65.6% | $86,691-74.0% | $66,930-66.4% |
| Participation rate | 22.5% | 75.5%-52.9pp | 76.6%-54.0pp | 69.8%-47.3pp |
| Annual return | -18.78% | -10.89%-7.9pp | 35.94%-54.7pp | 1.57%-20.4pp |
| Employer contribution / active EE | $958 | $2,154-55.5% | $2,837-66.2% | $2,545-62.3% |
| Participant deferral / active EE | $1,926 | $4,102-53.0% | $4,656-58.6% | $4,238-54.6% |
| Admin fee / account holder | $4,256 | $642+563.0% | $7,492-43.2% | $593+617.1% |