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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 | $16,795 | $71,872-76.6% | $86,691-80.6% | $68,495-75.5% |
| Participation rate | 36.6% | 72.2%-35.7pp | 76.6%-40.0pp | 67.9%-31.3pp |
| Annual return | -23.86% | 3.53%-27.4pp | 35.94%-59.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $893 | $3,779-76.4% | $4,656-80.8% | $4,028-77.8% |
| Admin fee / account holder | $620 | $6,112-89.9% | $7,492-91.7% | $5,403-88.5% |