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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 | $9,973 | $64,706-84.6% | $112,244-91.1% | $68,498-85.4% |
| Participation rate | 32.0% | 67.1%-35.1pp | 75.1%-43.1pp | 67.9%-35.9pp |
| Annual return | -20.07% | -11.40%-8.7pp | 27.46%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $750 | $2,746-72.7% | $3,635-79.4% | $2,596-71.1% |
| Participant deferral / active EE | $1,162 | $3,565-67.4% | $4,728-75.4% | $4,027-71.1% |
| Admin fee / account holder | $1,034 | $5,231-80.2% | $6,411-83.9% | $5,403-80.9% |