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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 | $8,415 | $64,729-87.0% | $112,263-92.5% | $68,490-87.7% |
| Participation rate | 25.8% | 67.2%-41.3pp | 75.1%-49.3pp | 67.9%-42.1pp |
| Annual return | -29.17% | -11.40%-17.8pp | 27.49%-56.7pp | -7.85%-21.3pp |
| Employer contribution / active EE | $918 | $2,746-66.6% | $3,636-74.7% | $2,597-64.6% |
| Participant deferral / active EE | $1,328 | $3,566-62.7% | $4,729-71.9% | $4,028-67.0% |
| Admin fee / account holder | $609 | $5,222-88.3% | $6,410-90.5% | $5,403-88.7% |