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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 | $14,439 | $52,911-72.7% | $73,309-80.3% | $59,633-75.8% |
| Participation rate | 29.5% | 68.2%-38.7pp | 74.9%-45.4pp | 68.7%-39.2pp |
| Annual return | -3.80% | 12.20%-16.0pp | 5.67%-9.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $343 | $1,909-82.0% | $3,237-89.4% | $2,203-84.4% |
| Participant deferral / active EE | $886 | $4,069-78.2% | $4,991-82.2% | $3,192-72.2% |
| Admin fee / account holder | $372 | $3,835-90.3% | $5,635-93.4% | $4,297-91.3% |