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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 | $14,599 | $43,730-66.6% | $121,220-88.0% | $64,173-77.3% |
| Participation rate | 43.6% | 58.3%-14.8pp | 71.8%-28.2pp | 69.6%-26.0pp |
| Annual return | -9.25% | 68.94%-78.2pp | 16.94%-26.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $532 | $1,297-59.0% | $4,023-86.8% | $2,381-77.7% |
| Participant deferral / active EE | $606 | $2,281-73.4% | $3,345-81.9% | $3,470-82.5% |
| Admin fee / account holder | $2,281 | $3,502-34.9% | $5,021-54.6% | $4,887-53.3% |