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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 | $13,923 | $52,678-73.6% | $75,784-81.6% | $59,633-76.7% |
| Participation rate | 68.6% | 67.2%+1.4pp | 75.8%-7.2pp | 68.7%0pp |
| Annual return | -3.41% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $2,907 | $2,193+32.5% | $3,323-12.5% | $2,203+32.0% |
| Participant deferral / active EE | $219 | $2,591-91.5% | $3,652-94.0% | $3,192-93.1% |
| Admin fee / account holder | $1,275 | $3,610-64.7% | $5,300-75.9% | $4,297-70.3% |