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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 | $13,922 | $77,816-82.1% | $123,552-88.7% | $64,173-78.3% |
| Participation rate | 44.8% | 74.7%-29.9pp | 82.3%-37.5pp | 69.6%-24.7pp |
| Annual return | -8.88% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $916 | $3,014-69.6% | $4,628-80.2% | $2,381-61.5% |
| Participant deferral / active EE | $2,113 | $5,240-59.7% | $6,426-67.1% | $3,470-39.1% |
| Admin fee / account holder | $752 | $5,519-86.4% | $9,285-91.9% | $4,887-84.6% |