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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 | $23,527 | $101,795-76.9% | $165,100-85.7% | $80,959-70.9% |
| Participation rate | 47.7% | 71.8%-24.1pp | 78.6%-30.9pp | 67.7%-20.0pp |
| Annual return | -68.42% | 16.73%-85.2pp | 70.21%-138.6pp | 35.67%-104.1pp |
| Employer contribution / active EE | $1,587 | $2,954-46.3% | $4,348-63.5% | $2,757-42.4% |
| Participant deferral / active EE | $1,897 | $4,476-57.6% | $6,035-68.6% | $4,300-55.9% |
| Admin fee / account holder | $2,425 | $8,221-70.5% | $12,696-80.9% | $6,925-65.0% |