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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 | $13,739 | $64,716-78.8% | $112,258-87.8% | $68,495-79.9% |
| Participation rate | 26.9% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-41.0pp |
| Annual return | -19.79% | -11.40%-8.4pp | 27.47%-47.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $687 | $2,746-75.0% | $3,636-81.1% | $2,596-73.5% |
| Participant deferral / active EE | $961 | $3,565-73.0% | $4,728-79.7% | $4,028-76.1% |
| Admin fee / account holder | $1,562 | $5,232-70.1% | $6,411-75.6% | $5,403-71.1% |