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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 | $11,668 | $77,817-85.0% | $123,553-90.6% | $64,173-81.8% |
| Participation rate | 41.8% | 74.7%-32.9pp | 82.3%-40.5pp | 69.6%-27.8pp |
| Annual return | -11.74% | 12.49%-24.2pp | 119.21%-130.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $874 | $3,014-71.0% | $4,628-81.1% | $2,381-63.3% |
| Participant deferral / active EE | $2,061 | $5,240-60.7% | $6,426-67.9% | $3,470-40.6% |
| Admin fee / account holder | $482 | $5,519-91.3% | $9,284-94.8% | $4,887-90.1% |