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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 | $20,950 | $70,667-70.4% | $123,106-83.0% | $52,331-60.0% |
| Participation rate | 63.4% | 83.7%-20.3pp | 86.8%-23.4pp | 68.1%-4.7pp |
| Annual return | -2.85% | 6.23%-9.1pp | 13.22%-16.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,444 | $2,946-51.0% | $5,151-72.0% | $1,882-23.3% |
| Participant deferral / active EE | $2,369 | $4,493-47.3% | $6,229-62.0% | $3,022-21.6% |
| Admin fee / account holder | $3,281 | $506+547.8% | $9,015-63.6% | $592+454.7% |