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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 | $7,521 | $59,186-87.3% | $76,768-90.2% | $56,287-86.6% |
| Participation rate | 35.1% | 75.2%-40.1pp | 77.0%-41.9pp | 69.9%-34.8pp |
| Annual return | -13.25% | 6.62%-19.9pp | 2.43%-15.7pp | -9.96%-3.3pp |
| Employer contribution / active EE | $590 | $1,759-66.5% | $2,485-76.3% | $2,111-72.1% |
| Participant deferral / active EE | $1,166 | $3,255-64.2% | $3,852-69.7% | $3,350-65.2% |
| Admin fee / account holder | $392 | $489-19.9% | $6,675-94.1% | $521-24.8% |