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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 | $8,112 | $72,177-88.8% | $115,038-92.9% | $59,633-86.4% |
| Participation rate | 51.0% | 72.6%-21.6pp | 81.4%-30.4pp | 68.7%-17.7pp |
| Annual return | -6.23% | 12.02%-18.3pp | 26.14%-32.4pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $1,320 | $2,841-53.5% | $4,608-71.4% | $2,203-40.1% |
| Participant deferral / active EE | $1,541 | $4,783-67.8% | $6,026-74.4% | $3,192-51.7% |
| Admin fee / account holder | $560 | $4,927-88.6% | $8,175-93.1% | $4,297-87.0% |