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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 | $7,426 | $59,819-87.6% | $79,583-90.7% | $68,490-89.2% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.5%-6.6pp | 67.9%-5.0pp |
| Annual return | -22.37% | -12.30%-10.1pp | 0.16%-22.5pp | -7.85%-14.5pp |
| Employer contribution / active EE | $608 | $1,505-59.6% | $2,414-74.8% | $2,597-76.6% |
| Participant deferral / active EE | $1,116 | $3,025-63.1% | $3,986-72.0% | $4,028-72.3% |
| Admin fee / account holder | $467 | $4,835-90.3% | $6,835-93.2% | $5,403-91.4% |