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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 | $10,515 | $48,313-78.2% | $73,309-85.7% | $52,331-79.9% |
| Participation rate | 26.4% | 68.6%-42.1pp | 74.9%-48.5pp | 68.1%-41.7pp |
| Annual return | -6.52% | 3.85%-10.4pp | 5.67%-12.2pp | 4.54%-11.1pp |
| Employer contribution / active EE | $261 | $1,661-84.3% | $3,237-91.9% | $1,882-86.1% |
| Participant deferral / active EE | $561 | $4,189-86.6% | $4,991-88.8% | $3,022-81.4% |
| Admin fee / account holder | $712 | $404+76.3% | $5,635-87.4% | $592+20.4% |