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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 | $15,008 | $52,911-71.6% | $73,309-79.5% | $59,633-74.8% |
| Participation rate | 63.6% | 68.2%-4.6pp | 74.9%-11.3pp | 68.7%-5.0pp |
| Annual return | -4.41% | 12.20%-16.6pp | 5.67%-10.1pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $807 | $1,909-57.7% | $3,237-75.1% | $2,203-63.3% |
| Participant deferral / active EE | $1,207 | $4,069-70.3% | $4,991-75.8% | $3,192-62.2% |
| Admin fee / account holder | $1,526 | $3,835-60.2% | $5,635-72.9% | $4,297-64.5% |