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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 | $13,613 | $77,816-82.5% | $123,549-89.0% | $64,181-78.8% |
| Participation rate | 40.7% | 74.7%-34.0pp | 82.3%-41.6pp | 69.6%-28.9pp |
| Annual return | -8.53% | 12.49%-21.0pp | 119.20%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $473 | $5,240-91.0% | $6,426-92.6% | $3,470-86.4% |
| Admin fee / account holder | $1,774 | $5,519-67.8% | $9,284-80.9% | $4,887-63.7% |