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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 | $11,701 | $87,546-86.6% | $75,784-84.6% | $125,389-90.7% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -21.71% | 13.49%-35.2pp | 9.68%-31.4pp | 282.24%-303.9pp |
| Employer contribution / active EE | $5,653 | $3,930+43.8% | $3,323+70.1% | $4,866+16.2% |
| Participant deferral / active EE | $223 | $4,230-94.7% | $3,652-93.9% | $5,352-95.8% |
| Admin fee / account holder | $477 | $6,503-92.7% | $5,300-91.0% | $9,541-95.0% |