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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 | $12,812 | $72,404-82.3% | $110,243-88.4% | $64,173-80.0% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | -8.55% | -6.29%-2.3pp | 314.76%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,064 | $2,282-53.4% | $3,827-72.2% | $2,381-55.3% |
| Participant deferral / active EE | $1,369 | $3,469-60.6% | $4,672-70.7% | $3,470-60.6% |
| Admin fee / account holder | $3,798 | $5,664-32.9% | $8,548-55.6% | $4,887-22.3% |