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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 | $10,183 | $52,306-80.5% | $69,779-85.4% | $62,881-83.8% |
| Participation rate | 16.3% | 67.2%-51.0pp | 71.8%-55.5pp | 69.3%-53.0pp |
| Annual return | -4.99% | 13.35%-18.3pp | 12.99%-18.0pp | 20.14%-25.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $157 | $2,395-93.4% | $2,931-94.6% | $3,203-95.1% |
| Admin fee / account holder | $1,766 | $3,691-52.2% | $4,381-59.7% | $4,296-58.9% |