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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 | $11,465 | $50,947-77.5% | $74,549-84.6% | $64,173-82.1% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.1%-44.1pp | 69.6%-44.6pp |
| Annual return | -14.01% | -1.85%-12.2pp | 32.53%-46.5pp | 7.63%-21.6pp |
| Employer contribution / active EE | $711 | $1,115-36.3% | $1,961-63.8% | $2,381-70.1% |
| Participant deferral / active EE | $711 | $2,302-69.1% | $3,108-77.1% | $3,470-79.5% |
| Admin fee / account holder | $1,100 | $4,221-73.9% | $5,059-78.3% | $4,887-77.5% |