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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 | $7,610 | $59,819-87.3% | $79,583-90.4% | $68,490-88.9% |
| Participation rate | 41.5% | 61.1%-19.6pp | 69.5%-28.0pp | 67.9%-26.4pp |
| Annual return | -22.20% | -12.30%-9.9pp | 0.16%-22.4pp | -7.85%-14.4pp |
| Employer contribution / active EE | $663 | $1,505-56.0% | $2,414-72.5% | $2,597-74.5% |
| Participant deferral / active EE | $771 | $3,025-74.5% | $3,986-80.6% | $4,028-80.9% |
| Admin fee / account holder | $424 | $4,835-91.2% | $6,835-93.8% | $5,403-92.2% |