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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 | $31,511 | $110,083-71.4% | $151,628-79.2% | $68,495-54.0% |
| Participation rate | 31.6% | 84.0%-52.4pp | 87.5%-55.9pp | 67.9%-36.3pp |
| Annual return | -19.76% | -10.12%-9.6pp | 3.34%-23.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,629 | $6,526-59.7% | $8,363-68.6% | $4,028-34.7% |
| Admin fee / account holder | $2,703 | $7,718-65.0% | $11,613-76.7% | $5,403-50.0% |