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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 | $13,000 | $81,870-84.1% | $119,622-89.1% | $68,486-81.0% |
| Participation rate | 36.4% | 71.9%-35.5pp | 79.3%-42.9pp | 67.9%-31.5pp |
| Annual return | -27.71% | -23.82%-3.9pp | -14.98%-12.7pp | -7.85%-19.9pp |
| Employer contribution / active EE | $1,255 | $2,692-53.4% | $4,232-70.4% | $2,597-51.7% |
| Participant deferral / active EE | $1,621 | $4,148-60.9% | $5,601-71.1% | $4,028-59.8% |
| Admin fee / account holder | $1,461 | $6,583-77.8% | $10,328-85.9% | $5,404-73.0% |