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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 | $10,567 | $58,577-82.0% | $83,323-87.3% | $64,181-83.5% |
| Participation rate | 19.5% | 72.0%-52.5pp | 77.8%-58.2pp | 69.6%-50.0pp |
| Annual return | -31.58% | 9.65%-41.2pp | 10.63%-42.2pp | 7.63%-39.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,696 | $4,654-63.6% | $5,565-69.5% | $3,470-51.1% |
| Admin fee / account holder | $1,407 | $9,275-84.8% | $7,539-81.3% | $4,887-71.2% |