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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 | $14,153 | $64,729-78.1% | $112,263-87.4% | $68,490-79.3% |
| Participation rate | 61.8% | 67.2%-5.4pp | 75.1%-13.3pp | 67.9%-6.1pp |
| Annual return | -19.49% | -11.40%-8.1pp | 27.49%-47.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,843 | $2,746-32.9% | $3,636-49.3% | $2,597-29.0% |
| Participant deferral / active EE | $1,377 | $3,566-61.4% | $4,729-70.9% | $4,028-65.8% |
| Admin fee / account holder | $379 | $5,222-92.7% | $6,410-94.1% | $5,403-93.0% |