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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 | $13,329 | $77,816-82.9% | $123,549-89.2% | $64,181-79.2% |
| Participation rate | 31.6% | 74.7%-43.1pp | 82.3%-50.7pp | 69.6%-38.0pp |
| Annual return | -15.97% | 12.49%-28.5pp | 119.20%-135.2pp | 7.63%-23.6pp |
| Employer contribution / active EE | $800 | $3,014-73.5% | $4,628-82.7% | $2,381-66.4% |
| Participant deferral / active EE | $1,860 | $5,240-64.5% | $6,426-71.0% | $3,470-46.4% |
| Admin fee / account holder | $4,574 | $5,519-17.1% | $9,284-50.7% | $4,887-6.4% |