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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 | $10,566 | $56,894-81.4% | $84,753-87.5% | $62,881-83.2% |
| Participation rate | 28.9% | 68.5%-39.6pp | 76.6%-47.7pp | 69.3%-40.4pp |
| Annual return | -5.59% | 6.30%-11.9pp | 22.78%-28.4pp | 20.14%-25.7pp |
| Employer contribution / active EE | $551 | $2,400-77.1% | $3,574-84.6% | $2,281-75.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,468 | $3,581-59.0% | $5,333-72.5% | $4,296-65.8% |