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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 | $10,364 | $81,504-87.3% | $102,437-89.9% | $80,959-87.2% |
| Participation rate | 20.0% | 66.9%-46.9pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | -5.30% | 25.60%-30.9pp | 24.95%-30.3pp | 35.67%-41.0pp |
| Employer contribution / active EE | $1,005 | $3,104-67.6% | $3,871-74.0% | $2,757-63.5% |
| Participant deferral / active EE | $450 | $3,871-88.4% | $5,060-91.1% | $4,300-89.5% |
| Admin fee / account holder | $2,038 | $6,719-69.7% | $8,388-75.7% | $6,925-70.6% |