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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 | $17,086 | $73,009-76.6% | $90,756-81.2% | $68,495-75.1% |
| Participation rate | 36.4% | 70.8%-34.5pp | 75.7%-39.3pp | 67.9%-31.5pp |
| Annual return | -20.36% | -13.81%-6.6pp | -12.16%-8.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $859 | $2,193-60.8% | $2,922-70.6% | $2,596-66.9% |
| Participant deferral / active EE | $1,431 | $3,626-60.5% | $4,565-68.6% | $4,028-64.5% |
| Admin fee / account holder | $306 | $5,896-94.8% | $8,445-96.4% | $5,403-94.3% |