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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 | $11,024 | $39,162-71.9% | $100,671-89.0% | $59,633-81.5% |
| Participation rate | 31.7% | 55.9%-24.1pp | 70.7%-39.0pp | 68.7%-37.0pp |
| Annual return | -4.19% | 21.07%-25.3pp | 20.43%-24.6pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $191 | $1,151-83.4% | $4,012-95.2% | $2,203-91.3% |
| Participant deferral / active EE | $356 | $1,992-82.1% | $3,144-88.7% | $3,192-88.9% |
| Admin fee / account holder | $592 | $2,969-80.1% | $4,850-87.8% | $4,297-86.2% |