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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 | $17,531 | $71,872-75.6% | $86,691-79.8% | $68,495-74.4% |
| Participation rate | 9.8% | 72.2%-62.4pp | 76.6%-66.7pp | 67.9%-58.1pp |
| Annual return | -24.83% | 3.53%-28.4pp | 35.94%-60.8pp | -7.84%-17.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $397 | $3,779-89.5% | $4,656-91.5% | $4,028-90.1% |
| Admin fee / account holder | $1,881 | $6,112-69.2% | $7,492-74.9% | $5,403-65.2% |