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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 | $15,018 | $77,816-80.7% | $123,549-87.8% | $64,181-76.6% |
| Participation rate | 26.9% | 74.7%-47.8pp | 82.3%-55.4pp | 69.6%-42.6pp |
| Annual return | -9.14% | 12.49%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $707 | $3,014-76.6% | $4,628-84.7% | $2,381-70.3% |
| Participant deferral / active EE | $1,879 | $5,240-64.1% | $6,426-70.8% | $3,470-45.8% |
| Admin fee / account holder | $6,574 | $5,519+19.1% | $9,284-29.2% | $4,887+34.5% |