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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 | $22,115 | $71,872-69.2% | $86,691-74.5% | $68,495-67.7% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-12.9pp | 67.9%-4.3pp |
| Annual return | -19.03% | 3.53%-22.6pp | 35.94%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $708 | $2,173-67.4% | $2,837-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $835 | $3,779-77.9% | $4,656-82.1% | $4,028-79.3% |
| Admin fee / account holder | $888 | $6,112-85.5% | $7,492-88.2% | $5,403-83.6% |