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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 | $23,253 | $98,776-76.5% | $149,745-84.5% | $79,856-70.9% |
| Participation rate | 16.9% | 75.8%-58.8pp | 82.5%-65.5pp | 69.6%-52.7pp |
| Annual return | -7.16% | 27.38%-34.5pp | 276.72%-283.9pp | 31.71%-38.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $232 | $5,681-95.9% | $6,843-96.6% | $3,741-93.8% |
| Admin fee / account holder | $3,389 | $6,053-44.0% | $9,312-63.6% | $5,306-36.1% |