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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 | $13,394 | $72,177-81.4% | $115,038-88.4% | $59,633-77.5% |
| Participation rate | 32.6% | 72.6%-40.0pp | 81.4%-48.8pp | 68.7%-36.1pp |
| Annual return | -5.06% | 12.02%-17.1pp | 26.14%-31.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,022 | $2,841-64.0% | $4,608-77.8% | $2,203-53.6% |
| Participant deferral / active EE | $1,338 | $4,783-72.0% | $6,026-77.8% | $3,192-58.1% |
| Admin fee / account holder | $1,613 | $4,927-67.3% | $8,175-80.3% | $4,297-62.5% |