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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 | $19,458 | $81,870-76.2% | $119,622-83.7% | $68,486-71.6% |
| Participation rate | 28.0% | 71.9%-43.9pp | 79.3%-51.3pp | 67.9%-39.9pp |
| Annual return | -19.47% | -23.82%+4.3pp | -14.98%-4.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,631 | $4,148-60.7% | $5,601-70.9% | $4,028-59.5% |
| Admin fee / account holder | $537 | $6,583-91.8% | $10,328-94.8% | $5,404-90.1% |