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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 | $13,778 | $50,464-72.7% | $75,784-81.8% | $52,331-73.7% |
| Participation rate | 12.6% | 66.8%-54.2pp | 75.8%-63.2pp | 68.1%-55.5pp |
| Annual return | -7.13% | 1.03%-8.2pp | 9.68%-16.8pp | 4.54%-11.7pp |
| Employer contribution / active EE | $434 | $1,988-78.2% | $3,323-86.9% | $1,882-76.9% |
| Participant deferral / active EE | $893 | $2,570-65.3% | $3,652-75.6% | $3,022-70.5% |
| Admin fee / account holder | $349 | $1,103-68.3% | $5,300-93.4% | $592-40.9% |