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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 | $16,655 | $81,487-79.6% | $102,412-83.7% | $80,935-79.4% |
| Participation rate | 65.3% | 66.8%-1.5pp | 74.5%-9.2pp | 67.7%-2.4pp |
| Annual return | -6.55% | 25.60%-32.1pp | 24.94%-31.5pp | 35.66%-42.2pp |
| Employer contribution / active EE | $14,388 | $3,103+363.7% | $3,870+271.8% | $2,757+421.9% |
| Participant deferral / active EE | $1,281 | $3,871-66.9% | $5,060-74.7% | $4,299-70.2% |
| Admin fee / account holder | $11,811 | $6,717+75.8% | $8,388+40.8% | $6,924+70.6% |