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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 | $8,428 | $42,383-80.1% | $76,518-89.0% | $64,173-86.9% |
| Participation rate | 21.4% | 58.1%-36.7pp | 68.0%-46.6pp | 69.6%-48.1pp |
| Annual return | -11.88% | -16.54%+4.7pp | -0.27%-11.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $240 | $1,563-84.6% | $2,647-90.9% | $2,381-89.9% |
| Participant deferral / active EE | $272 | $2,566-89.4% | $3,836-92.9% | $3,470-92.2% |
| Admin fee / account holder | $1,414 | $3,198-55.8% | $4,849-70.8% | $4,887-71.1% |