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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 | $18,681 | $62,586-70.2% | $76,766-75.7% | $64,181-70.9% |
| Participation rate | 45.5% | 72.8%-27.4pp | 77.0%-31.5pp | 69.6%-24.1pp |
| Annual return | -8.51% | -1.95%-6.6pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $600 | $1,832-67.3% | $2,485-75.9% | $2,381-74.8% |
| Participant deferral / active EE | $1,344 | $3,145-57.3% | $3,851-65.1% | $3,470-61.3% |
| Admin fee / account holder | $1,191 | $4,667-74.5% | $6,675-82.2% | $4,887-75.6% |