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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 | $22,567 | $71,878-68.6% | $86,698-74.0% | $68,486-67.0% |
| Participation rate | 41.4% | 72.2%-30.9pp | 76.6%-35.2pp | 67.9%-26.5pp |
| Annual return | -20.60% | 3.53%-24.1pp | 35.95%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $664 | $3,779-82.4% | $4,656-85.7% | $4,028-83.5% |
| Admin fee / account holder | $812 | $6,113-86.7% | $7,493-89.2% | $5,404-85.0% |