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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 | $19,961 | $65,704-69.6% | $94,229-78.8% | $59,633-66.5% |
| Participation rate | 41.9% | 72.1%-30.2pp | 78.8%-36.8pp | 68.7%-26.7pp |
| Annual return | -3.06% | 5.22%-8.3pp | 10.68%-13.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $518 | $2,021-74.3% | $3,587-85.5% | $2,203-76.5% |
| Participant deferral / active EE | $1,304 | $3,143-58.5% | $4,320-69.8% | $3,192-59.2% |
| Admin fee / account holder | $12,440 | $4,265+191.7% | $6,269+98.4% | $4,297+189.5% |