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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 | $19,652 | $81,870-76.0% | $119,634-83.6% | $68,490-71.3% |
| Participation rate | 54.8% | 71.9%-17.1pp | 79.3%-24.4pp | 67.9%-13.1pp |
| Annual return | -21.02% | -23.82%+2.8pp | -14.98%-6.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,147 | $2,692-57.4% | $4,232-72.9% | $2,597-55.8% |
| Participant deferral / active EE | $1,708 | $4,148-58.8% | $5,601-69.5% | $4,028-57.6% |
| Admin fee / account holder | $458 | $6,583-93.0% | $10,329-95.6% | $5,403-91.5% |