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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 | $19,129 | $94,529-79.8% | $140,019-86.3% | $64,173-70.2% |
| Participation rate | 34.5% | 84.1%-49.6pp | 87.5%-53.0pp | 69.6%-35.1pp |
| Annual return | -19.89% | 7.77%-27.7pp | 651.15%-671.0pp | 7.63%-27.5pp |
| Employer contribution / active EE | $1,577 | $3,812-58.6% | $5,605-71.9% | $2,381-33.8% |
| Participant deferral / active EE | $2,260 | $5,250-57.0% | $6,927-67.4% | $3,470-34.9% |
| Admin fee / account holder | $1,045 | $6,741-84.5% | $10,705-90.2% | $4,887-78.6% |