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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 | $8,008 | $58,600-86.3% | $83,327-90.4% | $64,173-87.5% |
| Participation rate | 53.1% | 72.0%-18.9pp | 77.8%-24.6pp | 69.6%-16.4pp |
| Annual return | -17.69% | 9.66%-27.4pp | 10.64%-28.3pp | 7.63%-25.3pp |
| Employer contribution / active EE | $568 | $2,098-72.9% | $3,379-83.2% | $2,381-76.1% |
| Participant deferral / active EE | $1,680 | $4,656-63.9% | $5,565-69.8% | $3,470-51.6% |
| Admin fee / account holder | $551 | $9,282-94.1% | $7,540-92.7% | $4,887-88.7% |