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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 | $7,094 | $58,577-87.9% | $83,323-91.5% | $64,181-88.9% |
| Participation rate | 45.8% | 72.0%-26.2pp | 77.8%-31.9pp | 69.6%-23.7pp |
| Annual return | -16.21% | 9.65%-25.9pp | 10.63%-26.8pp | 7.63%-23.8pp |
| Employer contribution / active EE | $544 | $2,098-74.1% | $3,379-83.9% | $2,381-77.2% |
| Participant deferral / active EE | $1,388 | $4,654-70.2% | $5,565-75.1% | $3,470-60.0% |
| Admin fee / account holder | $566 | $9,275-93.9% | $7,539-92.5% | $4,887-88.4% |