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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 | $14,614 | $62,583-76.6% | $76,767-81.0% | $64,173-77.2% |
| Participation rate | 23.1% | 72.8%-49.7pp | 77.0%-53.9pp | 69.6%-46.5pp |
| Annual return | -9.45% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $466 | $1,832-74.5% | $2,485-81.2% | $2,381-80.4% |
| Participant deferral / active EE | $702 | $3,145-77.7% | $3,852-81.8% | $3,470-79.8% |
| Admin fee / account holder | $3,421 | $4,667-26.7% | $6,675-48.8% | $4,887-30.0% |