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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 | $19,800 | $71,878-72.5% | $86,698-77.2% | $68,486-71.1% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.4pp |
| Annual return | -19.92% | 3.53%-23.5pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,025 | $2,173-52.8% | $2,837-63.9% | $2,597-60.5% |
| Participant deferral / active EE | $1,267 | $3,779-66.5% | $4,656-72.8% | $4,028-68.5% |
| Admin fee / account holder | $382 | $6,113-93.8% | $7,493-94.9% | $5,404-92.9% |