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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 | $20,853 | $65,453-68.1% | $86,691-75.9% | $66,930-68.8% |
| Participation rate | 47.4% | 75.5%-28.0pp | 76.6%-29.2pp | 69.8%-22.4pp |
| Annual return | -18.53% | -10.89%-7.6pp | 35.94%-54.5pp | 1.57%-20.1pp |
| Employer contribution / active EE | $1,116 | $2,154-48.2% | $2,837-60.6% | $2,545-56.1% |
| Participant deferral / active EE | $1,983 | $4,102-51.6% | $4,656-57.4% | $4,238-53.2% |
| Admin fee / account holder | $2,652 | $642+313.2% | $7,492-64.6% | $593+346.9% |