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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 | $17,424 | $70,002-75.1% | $115,037-84.9% | $52,331-66.7% |
| Participation rate | 16.8% | 72.1%-55.3pp | 81.4%-64.6pp | 68.1%-51.3pp |
| Annual return | -3.85% | 4.04%-7.9pp | 26.14%-30.0pp | 4.54%-8.4pp |
| Employer contribution / active EE | $503 | $2,715-81.5% | $4,608-89.1% | $1,882-73.3% |
| Participant deferral / active EE | $976 | $4,920-80.2% | $6,026-83.8% | $3,022-67.7% |
| Admin fee / account holder | $2,084 | $566+268.2% | $8,175-74.5% | $592+252.3% |