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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 | $8,400 | $56,484-85.1% | $169,452-95.0% | $64,173-86.9% |
| Participation rate | 22.0% | 64.5%-42.6pp | 77.8%-55.8pp | 69.6%-47.6pp |
| Annual return | -12.08% | -1.55%-10.5pp | 1.83%-13.9pp | 7.63%-19.7pp |
| Employer contribution / active EE | $370 | $1,832-79.8% | $4,157-91.1% | $2,381-84.5% |
| Participant deferral / active EE | $953 | $3,448-72.3% | $5,277-81.9% | $3,470-72.5% |
| Admin fee / account holder | $994 | $4,174-76.2% | $9,110-89.1% | $4,887-79.7% |