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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 | $17,693 | $81,870-78.4% | $119,634-85.2% | $68,490-74.2% |
| Participation rate | 42.6% | 71.9%-29.3pp | 79.3%-36.7pp | 67.9%-25.3pp |
| Annual return | -19.40% | -23.82%+4.4pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $964 | $2,692-64.2% | $4,232-77.2% | $2,597-62.9% |
| Participant deferral / active EE | $1,823 | $4,148-56.0% | $5,601-67.4% | $4,028-54.7% |
| Admin fee / account holder | $1,092 | $6,583-83.4% | $10,329-89.4% | $5,403-79.8% |