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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 | $13,341 | $62,589-78.7% | $76,768-82.6% | $64,173-79.2% |
| Participation rate | 36.6% | 72.8%-36.2pp | 77.0%-40.3pp | 69.6%-32.9pp |
| Annual return | -7.86% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $748 | $1,832-59.2% | $2,485-69.9% | $2,381-68.6% |
| Participant deferral / active EE | $1,361 | $3,145-56.7% | $3,852-64.7% | $3,470-60.8% |
| Admin fee / account holder | $565 | $4,667-87.9% | $6,675-91.5% | $4,887-88.4% |