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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 | $11,893 | $61,660-80.7% | $80,022-85.1% | $64,173-81.5% |
| Participation rate | 48.5% | 71.7%-23.2pp | 75.8%-27.3pp | 69.6%-21.0pp |
| Annual return | -11.31% | -0.33%-11.0pp | 11.22%-22.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $441 | $1,810-75.6% | $2,468-82.1% | $2,381-81.5% |
| Participant deferral / active EE | $930 | $2,968-68.7% | $3,686-74.8% | $3,470-73.2% |
| Admin fee / account holder | $524 | $5,417-90.3% | $6,521-92.0% | $4,887-89.3% |