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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 | $6,034 | $64,719-90.7% | $112,249-94.6% | $68,486-91.2% |
| Participation rate | 64.7% | 67.2%-2.4pp | 75.1%-10.4pp | 67.9%-3.2pp |
| Annual return | -21.82% | -11.40%-10.4pp | 27.48%-49.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,157 | $2,747-57.9% | $3,636-68.2% | $2,597-55.4% |
| Participant deferral / active EE | $941 | $3,565-73.6% | $4,729-80.1% | $4,028-76.6% |
| Admin fee / account holder | $633 | $5,232-87.9% | $6,412-90.1% | $5,404-88.3% |