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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 | $10,781 | $94,529-88.6% | $140,019-92.3% | $64,173-83.2% |
| Participation rate | 57.9% | 84.1%-26.2pp | 87.5%-29.6pp | 69.6%-11.7pp |
| Annual return | -9.23% | 7.77%-17.0pp | 651.17%-660.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,298 | $3,812-65.9% | $5,605-76.8% | $2,381-45.5% |
| Participant deferral / active EE | $1,788 | $5,250-65.9% | $6,927-74.2% | $3,470-48.5% |
| Admin fee / account holder | $313 | $6,741-95.4% | $10,705-97.1% | $4,887-93.6% |