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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 | $20,866 | $78,425-73.4% | $95,956-78.3% | $79,858-73.9% |
| Participation rate | 21.2% | 73.5%-52.3pp | 77.1%-55.9pp | 69.6%-48.4pp |
| Annual return | -0.97% | 19.37%-20.3pp | 91.63%-92.6pp | 31.72%-32.7pp |
| Employer contribution / active EE | $713 | $1,945-63.3% | $2,541-71.9% | $2,471-71.1% |
| Participant deferral / active EE | $1,285 | $3,440-62.6% | $4,167-69.2% | $3,740-65.6% |
| Admin fee / account holder | $12,166 | $5,622+116.4% | $6,797+79.0% | $5,306+129.3% |