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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 | $18,274 | $50,947-64.1% | $74,551-75.5% | $64,173-71.5% |
| Participation rate | 27.9% | 61.1%-33.1pp | 69.1%-41.2pp | 69.6%-41.6pp |
| Annual return | -9.51% | -1.85%-7.7pp | 32.53%-42.0pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $445 | $2,302-80.7% | $3,108-85.7% | $3,470-87.2% |
| Admin fee / account holder | $524 | $4,221-87.6% | $5,059-89.6% | $4,887-89.3% |