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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 | $7,300 | $43,338-83.2% | $59,887-87.8% | $64,173-88.6% |
| Participation rate | 40.9% | 69.2%-28.3pp | 74.7%-33.8pp | 69.6%-28.7pp |
| Annual return | -9.57% | -1.55%-8.0pp | 3.46%-13.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $472 | $2,030-76.7% | $2,722-82.7% | $2,381-80.2% |
| Participant deferral / active EE | $663 | $2,547-74.0% | $3,402-80.5% | $3,470-80.9% |
| Admin fee / account holder | $1,009 | $3,007-66.4% | $3,591-71.9% | $4,887-79.3% |