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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 | $14,276 | $62,589-77.2% | $76,768-81.4% | $64,173-77.8% |
| Participation rate | 34.3% | 72.8%-38.5pp | 77.0%-42.6pp | 69.6%-35.2pp |
| Annual return | -10.36% | -1.95%-8.4pp | 2.43%-12.8pp | 7.63%-18.0pp |
| Employer contribution / active EE | $695 | $1,832-62.1% | $2,485-72.0% | $2,381-70.8% |
| Participant deferral / active EE | $1,050 | $3,145-66.6% | $3,852-72.7% | $3,470-69.7% |
| Admin fee / account holder | $922 | $4,667-80.2% | $6,675-86.2% | $4,887-81.1% |