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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 | $18,622 | $76,551-75.7% | $123,894-85.0% | $62,881-70.4% |
| Participation rate | 32.3% | 73.0%-40.7pp | 81.4%-49.2pp | 69.3%-37.0pp |
| Annual return | -0.95% | 18.68%-19.6pp | 47.52%-48.5pp | 20.14%-21.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,307 | $4,840-73.0% | $5,984-78.2% | $3,203-59.2% |
| Admin fee / account holder | $21,348 | $4,826+342.4% | $8,357+155.4% | $4,296+396.9% |