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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 | $9,527 | $64,716-85.3% | $112,258-91.5% | $68,495-86.1% |
| Participation rate | 35.5% | 67.2%-31.7pp | 75.1%-39.6pp | 67.9%-32.4pp |
| Annual return | -26.11% | -11.40%-14.7pp | 27.47%-53.6pp | -7.84%-18.3pp |
| Employer contribution / active EE | $1,130 | $2,746-58.8% | $3,636-68.9% | $2,596-56.5% |
| Participant deferral / active EE | $1,150 | $3,565-67.7% | $4,728-75.7% | $4,028-71.4% |
| Admin fee / account holder | $356 | $5,232-93.2% | $6,411-94.4% | $5,403-93.4% |