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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 | $20,402 | $60,349-66.2% | $74,184-72.5% | $62,881-67.6% |
| Participation rate | 26.4% | 72.7%-46.3pp | 76.6%-50.2pp | 69.3%-42.9pp |
| Annual return | -0.08% | 21.38%-21.5pp | 17.74%-17.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $523 | $2,856-81.7% | $3,550-85.3% | $3,203-83.7% |
| Admin fee / account holder | $5,588 | $4,261+31.1% | $5,5860% | $4,296+30.1% |