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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 | $14,038 | $105,866-86.7% | $90,766-84.5% | $134,545-89.6% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -22.45% | -10.99%-11.5pp | -12.16%-10.3pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,104 | $3,464-68.1% | $2,922-62.2% | $4,742-76.7% |
| Participant deferral / active EE | $1,104 | $5,217-78.8% | $4,565-75.8% | $6,401-82.8% |
| Admin fee / account holder | $2,192 | $13,938-84.3% | $8,446-74.0% | $11,431-80.8% |