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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 | $19,148 | $70,486-72.8% | $100,535-81.0% | $79,856-76.0% |
| Participation rate | 46.7% | 73.6%-27.0pp | 79.4%-32.7pp | 69.6%-23.0pp |
| Annual return | -2.54% | 21.90%-24.4pp | 30.90%-33.4pp | 31.71%-34.2pp |
| Employer contribution / active EE | $668 | $2,165-69.2% | $3,419-80.5% | $2,471-73.0% |
| Participant deferral / active EE | $1,269 | $5,182-75.5% | $6,271-79.8% | $3,741-66.1% |
| Admin fee / account holder | $21,619 | $4,480+382.6% | $8,085+167.4% | $5,306+307.4% |