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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 | $13,577 | $45,602-70.2% | $117,533-88.4% | $66,938-79.7% |
| Participation rate | 23.1% | 57.6%-34.5pp | 70.6%-47.5pp | 69.8%-46.7pp |
| Annual return | -19.59% | -16.74%-2.8pp | 29.77%-49.4pp | 1.58%-21.2pp |
| Employer contribution / active EE | $432 | $1,579-72.6% | $4,179-89.7% | $2,545-83.0% |
| Participant deferral / active EE | $699 | $2,845-75.4% | $4,072-82.8% | $4,238-83.5% |
| Admin fee / account holder | $606 | $661-8.3% | $5,647-89.3% | $594+2.0% |