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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 | $18,061 | $67,411-73.2% | $91,004-80.2% | $70,126-74.2% |
| Participation rate | 19.2% | 71.4%-52.1pp | 75.6%-56.4pp | 69.5%-50.3pp |
| Annual return | 10.96% | -40.16%+51.1pp | 4.60%+6.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $477 | $1,786-73.3% | $2,456-80.6% | $2,343-79.6% |
| Participant deferral / active EE | $570 | $2,823-79.8% | $3,548-83.9% | $3,332-82.9% |
| Admin fee / account holder | $1,933 | $4,236-54.4% | $5,417-64.3% | $4,645-58.4% |