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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 | $7,754 | $43,344-82.1% | $59,899-87.1% | $64,173-87.9% |
| Participation rate | 51.6% | 69.2%-17.5pp | 74.7%-23.1pp | 69.6%-18.0pp |
| Annual return | -9.26% | -1.55%-7.7pp | 3.46%-12.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,534 | $2,030-24.4% | $2,723-43.7% | $2,381-35.6% |
| Participant deferral / active EE | $252 | $2,547-90.1% | $3,402-92.6% | $3,470-92.7% |
| Admin fee / account holder | $1,160 | $3,008-61.4% | $3,592-67.7% | $4,887-76.3% |