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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 | $14,002 | $69,977-80.0% | $108,582-87.1% | $62,881-77.7% |
| Participation rate | 31.8% | 72.9%-41.1pp | 79.6%-47.8pp | 69.3%-37.5pp |
| Annual return | 1.90% | 10.73%-8.8pp | -51.70%+53.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $794 | $2,135-62.8% | $3,758-78.9% | $2,281-65.2% |
| Participant deferral / active EE | $1,061 | $3,165-66.5% | $4,311-75.4% | $3,203-66.9% |
| Admin fee / account holder | $895 | $5,076-82.4% | $7,645-88.3% | $4,296-79.2% |