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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 | $16,835 | $71,878-76.6% | $86,698-80.6% | $68,486-75.4% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | -19.56% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $903 | $2,173-58.4% | $2,837-68.2% | $2,597-65.2% |
| Participant deferral / active EE | $1,616 | $3,779-57.2% | $4,656-65.3% | $4,028-59.9% |
| Admin fee / account holder | $3,445 | $6,113-43.6% | $7,493-54.0% | $5,404-36.2% |