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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 | $8,300 | $42,909-80.7% | $60,906-86.4% | $68,486-87.9% |
| Participation rate | 30.9% | 66.8%-35.9pp | 73.1%-42.2pp | 67.9%-37.0pp |
| Annual return | -22.25% | -13.99%-8.3pp | 16.94%-39.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $410 | $1,979-79.3% | $2,703-84.8% | $2,597-84.2% |
| Participant deferral / active EE | $562 | $2,866-80.4% | $3,814-85.3% | $4,028-86.0% |
| Admin fee / account holder | $798 | $3,104-74.3% | $3,227-75.3% | $5,404-85.2% |