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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 | $11,866 | $50,947-76.7% | $74,551-84.1% | $64,173-81.5% |
| Participation rate | 35.1% | 61.1%-25.9pp | 69.1%-34.0pp | 69.6%-34.4pp |
| Annual return | -8.05% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $295 | $1,115-73.6% | $1,961-85.0% | $2,381-87.6% |
| Participant deferral / active EE | $821 | $2,302-64.3% | $3,108-73.6% | $3,470-76.3% |
| Admin fee / account holder | $2,713 | $4,221-35.7% | $5,059-46.4% | $4,887-44.5% |