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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 | $8,070 | $50,947-84.2% | $74,549-89.2% | $64,173-87.4% |
| Participation rate | 20.4% | 61.1%-40.7pp | 69.1%-48.7pp | 69.6%-49.2pp |
| Annual return | -12.52% | -1.85%-10.7pp | 32.53%-45.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $447 | $1,115-59.9% | $1,961-77.2% | $2,381-81.2% |
| Participant deferral / active EE | $570 | $2,302-75.2% | $3,108-81.7% | $3,470-83.6% |
| Admin fee / account holder | $5,097 | $4,221+20.7% | $5,059+0.7% | $4,887+4.3% |