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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 | $13,202 | $77,816-83.0% | $123,549-89.3% | $64,181-79.4% |
| Participation rate | 52.4% | 74.7%-22.3pp | 82.3%-29.9pp | 69.6%-17.2pp |
| Annual return | -9.30% | 12.49%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $613 | $3,014-79.7% | $4,628-86.8% | $2,381-74.2% |
| Participant deferral / active EE | $1,589 | $5,240-69.7% | $6,426-75.3% | $3,470-54.2% |
| Admin fee / account holder | $685 | $5,519-87.6% | $9,284-92.6% | $4,887-86.0% |