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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 | $19,764 | $110,083-82.0% | $151,645-87.0% | $68,490-71.1% |
| Participation rate | 55.6% | 84.0%-28.4pp | 87.5%-31.9pp | 67.9%-12.3pp |
| Annual return | -18.89% | -10.12%-8.8pp | 3.34%-22.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,819 | $4,470-59.3% | $6,165-70.5% | $2,597-29.9% |
| Participant deferral / active EE | $2,245 | $6,526-65.6% | $8,363-73.2% | $4,028-44.3% |
| Admin fee / account holder | $894 | $7,718-88.4% | $11,614-92.3% | $5,403-83.4% |