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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 | $15,055 | $61,660-75.6% | $80,022-81.2% | $64,173-76.5% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.3pp | 69.6%-2.0pp |
| Annual return | -7.92% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $792 | $1,810-56.2% | $2,468-67.9% | $2,381-66.7% |
| Participant deferral / active EE | $1,063 | $2,968-64.2% | $3,686-71.2% | $3,470-69.4% |
| Admin fee / account holder | $551 | $5,417-89.8% | $6,521-91.5% | $4,887-88.7% |