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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 | $16,087 | $71,878-77.6% | $86,698-81.4% | $68,486-76.5% |
| Participation rate | 52.5% | 72.2%-19.8pp | 76.6%-24.1pp | 67.9%-15.4pp |
| Annual return | -19.70% | 3.53%-23.2pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $836 | $2,173-61.5% | $2,837-70.5% | $2,597-67.8% |
| Participant deferral / active EE | $1,559 | $3,779-58.7% | $4,656-66.5% | $4,028-61.3% |
| Admin fee / account holder | $1,493 | $6,113-75.6% | $7,493-80.1% | $5,404-72.4% |