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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 | $16,128 | $59,813-73.0% | $79,580-79.7% | $68,486-76.5% |
| Participation rate | 17.4% | 61.1%-43.7pp | 69.5%-52.1pp | 67.9%-50.5pp |
| Annual return | -24.00% | -12.30%-11.7pp | 0.15%-24.2pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $675 | $3,024-77.7% | $3,985-83.1% | $4,028-83.2% |
| Admin fee / account holder | $1,788 | $4,835-63.0% | $6,835-73.8% | $5,404-66.9% |