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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 | $14,383 | $67,411-78.7% | $91,004-84.2% | $70,126-79.5% |
| Participation rate | 31.0% | 71.4%-40.4pp | 75.6%-44.7pp | 69.5%-38.6pp |
| Annual return | 2.47% | -40.16%+42.6pp | 4.60%-2.1pp | 73.15%-70.7pp |
| Employer contribution / active EE | $743 | $1,786-58.4% | $2,456-69.8% | $2,343-68.3% |
| Participant deferral / active EE | $756 | $2,823-73.2% | $3,548-78.7% | $3,332-77.3% |
| Admin fee / account holder | $479 | $4,236-88.7% | $5,417-91.2% | $4,645-89.7% |