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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 | $21,414 | $62,586-65.8% | $76,766-72.1% | $64,181-66.6% |
| Participation rate | 39.3% | 72.8%-33.5pp | 77.0%-37.7pp | 69.6%-30.3pp |
| Annual return | -9.44% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $601 | $1,832-67.2% | $2,485-75.8% | $2,381-74.8% |
| Participant deferral / active EE | $787 | $3,145-75.0% | $3,851-79.6% | $3,470-77.3% |
| Admin fee / account holder | $1,429 | $4,667-69.4% | $6,675-78.6% | $4,887-70.8% |