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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 | $11,825 | $58,493-79.8% | $84,023-85.9% | $72,976-83.8% |
| Participation rate | 26.2% | 61.2%-35.0pp | 69.0%-42.8pp | 69.5%-43.3pp |
| Annual return | -10.77% | 28.93%-39.7pp | 71.32%-82.1pp | 81.02%-91.8pp |
| Employer contribution / active EE | $399 | $1,163-65.7% | $1,984-79.9% | $2,440-83.6% |
| Participant deferral / active EE | $617 | $2,394-74.2% | $3,239-80.9% | $3,608-82.9% |
| Admin fee / account holder | $2,762 | $4,569-39.5% | $6,102-54.7% | $5,124-46.1% |