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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 | $11,743 | $46,697-74.9% | $117,529-90.0% | $68,490-82.9% |
| Participation rate | 65.4% | 56.8%+8.6pp | 70.6%-5.2pp | 67.9%-2.5pp |
| Annual return | -31.99% | -14.52%-17.5pp | 29.77%-61.8pp | -7.85%-24.1pp |
| Employer contribution / active EE | $3,815 | $1,506+153.4% | $4,179-8.7% | $2,597+46.9% |
| Participant deferral / active EE | $835 | $2,637-68.3% | $4,072-79.5% | $4,028-79.3% |
| Admin fee / account holder | $668 | $4,023-83.4% | $5,645-88.2% | $5,403-87.6% |