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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 | $16,360 | $48,364-66.2% | $71,796-77.2% | $62,881-74.0% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | -0.26% | 13.16%-13.4pp | 78.04%-78.3pp | 20.14%-20.4pp |
| Employer contribution / active EE | $418 | $1,042-59.9% | $1,924-78.3% | $2,281-81.7% |
| Participant deferral / active EE | $695 | $2,091-66.8% | $2,794-75.1% | $3,203-78.3% |
| Admin fee / account holder | $3,834 | $3,771+1.7% | $4,815-20.4% | $4,296-10.8% |