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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 | $2,741 | $61,660-95.6% | $80,022-96.6% | $64,173-95.7% |
| Participation rate | 56.8% | 71.7%-14.9pp | 75.8%-19.1pp | 69.6%-12.8pp |
| Annual return | -16.44% | -0.33%-16.1pp | 11.22%-27.7pp | 7.63%-24.1pp |
| Employer contribution / active EE | $871 | $1,810-51.9% | $2,468-64.7% | $2,381-63.4% |
| Participant deferral / active EE | $1,270 | $2,968-57.2% | $3,686-65.6% | $3,470-63.4% |
| Admin fee / account holder | $371 | $5,417-93.2% | $6,521-94.3% | $4,887-92.4% |