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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 | $8,686 | $72,273-88.0% | $101,275-91.4% | $79,856-89.1% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | -2.98% | 22.30%-25.3pp | 46.48%-49.5pp | 31.71%-34.7pp |
| Employer contribution / active EE | $692 | $2,691-74.3% | $3,660-81.1% | $2,471-72.0% |
| Participant deferral / active EE | $809 | $3,282-75.4% | $4,371-81.5% | $3,741-78.4% |
| Admin fee / account holder | $3,949 | $4,401-10.3% | $5,948-33.6% | $5,306-25.6% |