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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 | $13,236 | $77,638-83.0% | $156,551-91.5% | $62,881-79.0% |
| Participation rate | 56.5% | 71.2%-14.7pp | 84.0%-27.6pp | 69.3%-12.9pp |
| Annual return | -0.85% | 50.33%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $845 | $3,444-75.5% | $5,501-84.6% | $2,281-62.9% |
| Participant deferral / active EE | $728 | $3,046-76.1% | $4,871-85.0% | $3,203-77.3% |
| Admin fee / account holder | $3,867 | $5,561-30.5% | $13,028-70.3% | $4,296-10.0% |