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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 | $97,648-73.3% | $121,663-78.6% | $87,485-70.2% |
| Participation rate | 54.3% | 70.5%-16.2pp | 74.5%-20.2pp | 68.9%-14.6pp |
| Annual return | -22.52% | 18.03%-40.5pp | 147.54%-170.1pp | 26.06%-48.6pp |
| Employer contribution / active EE | $1,242 | $2,300-46.0% | $3,020-58.9% | $2,596-52.2% |
| Participant deferral / active EE | $1,689 | $3,923-56.9% | $4,887-65.4% | $4,274-60.5% |
| Admin fee / account holder | $324 | $11,100-97.1% | $14,289-97.7% | $7,775-95.8% |