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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 | $15,478 | $77,817-80.1% | $123,553-87.5% | $64,173-75.9% |
| Participation rate | 25.0% | 74.7%-49.7pp | 82.3%-57.3pp | 69.6%-44.6pp |
| Annual return | -9.67% | 12.49%-22.2pp | 119.21%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $564 | $3,014-81.3% | $4,628-87.8% | $2,381-76.3% |
| Participant deferral / active EE | $1,311 | $5,240-75.0% | $6,426-79.6% | $3,470-62.2% |
| Admin fee / account holder | $8,393 | $5,519+52.1% | $9,284-9.6% | $4,887+71.7% |