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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 | $26,050 | $94,031-72.3% | $115,768-77.5% | $82,448-68.4% |
| Participation rate | 54.3% | 70.4%-16.1pp | 74.4%-20.1pp | 68.1%-13.8pp |
| Annual return | -22.52% | 20.61%-43.1pp | 100.46%-123.0pp | 41.64%-64.2pp |
| Employer contribution / active EE | $1,242 | $2,323-46.5% | $2,940-57.8% | $2,551-51.3% |
| Participant deferral / active EE | $1,689 | $3,972-57.5% | $4,917-65.6% | $4,139-59.2% |
| Admin fee / account holder | $324 | $10,249-96.8% | $12,439-97.4% | $7,234-95.5% |