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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 | $5,989 | $32,037-81.3% | $69,182-91.3% | $62,881-90.5% |
| Participation rate | 16.1% | 43.4%-27.3pp | 55.1%-39.0pp | 69.3%-53.2pp |
| Annual return | 1.32% | 15.16%-13.8pp | -21.93%+23.3pp | 20.14%-18.8pp |
| Employer contribution / active EE | $118 | $679-82.6% | $1,206-90.2% | $2,281-94.8% |
| Participant deferral / active EE | $289 | $1,185-75.6% | $1,897-84.8% | $3,203-91.0% |
| Admin fee / account holder | $1,187 | $2,608-54.5% | $2,697-56.0% | $4,296-72.4% |