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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 | $11,795 | $70,002-83.2% | $115,038-89.7% | $52,331-77.5% |
| Participation rate | 38.2% | 72.1%-33.9pp | 81.4%-43.2pp | 68.1%-29.9pp |
| Annual return | -5.48% | 4.04%-9.5pp | 26.14%-31.6pp | 4.54%-10.0pp |
| Employer contribution / active EE | $1,178 | $2,715-56.6% | $4,608-74.4% | $1,882-37.4% |
| Participant deferral / active EE | $1,754 | $4,920-64.3% | $6,026-70.9% | $3,022-42.0% |
| Admin fee / account holder | $1,055 | $566+86.4% | $8,175-87.1% | $592+78.3% |