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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 | $22,053 | $79,867-72.4% | $120,344-81.7% | $64,340-65.7% |
| Participation rate | 58.4% | 63.0%-4.6pp | 76.7%-18.3pp | 55.2%+3.2pp |
| Annual return | -18.70% | 21.10%-39.8pp | 20.30%-39.0pp | 24.14%-42.8pp |
| Employer contribution / active EE | $753 | $1,925-60.9% | $3,020-75.1% | $1,862-59.6% |
| Participant deferral / active EE | $1,491 | $3,593-58.5% | $5,135-71.0% | $2,980-50.0% |
| Admin fee / account holder | $3,870 | $5,039-23.2% | $12,742-69.6% | $3,703+4.5% |