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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 | $14,262 | $78,423-81.8% | $95,964-85.1% | $79,856-82.1% |
| Participation rate | 12.0% | 73.5%-61.5pp | 77.1%-65.1pp | 69.6%-57.6pp |
| Annual return | -1.43% | 19.37%-20.8pp | 91.64%-93.1pp | 31.71%-33.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $183 | $3,440-94.7% | $4,167-95.6% | $3,741-95.1% |
| Admin fee / account holder | $2,049 | $5,622-63.6% | $6,797-69.9% | $5,306-61.4% |