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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 | $15,683 | $77,817-79.8% | $123,553-87.3% | $64,173-75.6% |
| Participation rate | 51.5% | 74.7%-23.2pp | 82.3%-30.8pp | 69.6%-18.1pp |
| Annual return | -10.54% | 12.49%-23.0pp | 119.21%-129.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $970 | $3,014-67.8% | $4,628-79.0% | $2,381-59.3% |
| Participant deferral / active EE | $1,830 | $5,240-65.1% | $6,426-71.5% | $3,470-47.2% |
| Admin fee / account holder | $1,690 | $5,519-69.4% | $9,284-81.8% | $4,887-65.4% |