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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 | $23,897 | $86,938-72.5% | $102,423-76.7% | $80,925-70.5% |
| Participation rate | 4.2% | 72.4%-68.2pp | 76.5%-72.3pp | 67.7%-63.5pp |
| Annual return | -32.82% | 18.89%-51.7pp | 29.42%-62.2pp | 35.65%-68.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $549 | $4,120-86.7% | $5,054-89.1% | $4,299-87.2% |
| Admin fee / account holder | $6,899 | $8,053-14.3% | $9,455-27.0% | $6,940-0.6% |