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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 | $14,265 | $65,453-78.2% | $86,691-83.5% | $66,930-78.7% |
| Participation rate | 36.6% | 75.5%-38.9pp | 76.6%-40.0pp | 69.8%-33.2pp |
| Annual return | -19.22% | -10.89%-8.3pp | 35.94%-55.2pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,123 | $2,154-47.8% | $2,837-60.4% | $2,545-55.9% |
| Participant deferral / active EE | $1,935 | $4,102-52.8% | $4,656-58.5% | $4,238-54.4% |
| Admin fee / account holder | $2,458 | $642+283.0% | $7,492-67.2% | $593+314.3% |