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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 | $6,867 | $42,383-83.8% | $76,523-91.0% | $64,181-89.3% |
| Participation rate | 20.0% | 58.1%-38.1pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | -10.13% | -16.54%+6.4pp | -0.27%-9.9pp | 7.63%-17.8pp |
| Employer contribution / active EE | $439 | $1,563-71.9% | $2,647-83.4% | $2,381-81.6% |
| Participant deferral / active EE | $542 | $2,566-78.9% | $3,835-85.9% | $3,470-84.4% |
| Admin fee / account holder | $699 | $3,198-78.1% | $4,848-85.6% | $4,887-85.7% |