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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 | $10,848 | $63,924-83.0% | $108,582-90.0% | $55,167-80.3% |
| Participation rate | 43.6% | 74.3%-30.7pp | 79.6%-35.9pp | 69.0%-25.4pp |
| Annual return | 5.50% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $575 | $1,879-69.4% | $3,758-84.7% | $1,963-70.7% |
| Participant deferral / active EE | $776 | $3,067-74.7% | $4,311-82.0% | $3,054-74.6% |
| Admin fee / account holder | $307 | $618-50.3% | $7,645-96.0% | $504-39.0% |