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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 | $17,364 | $69,977-75.2% | $108,582-84.0% | $62,881-72.4% |
| Participation rate | 33.3% | 72.9%-39.6pp | 79.6%-46.2pp | 69.3%-36.0pp |
| Annual return | -3.27% | 10.73%-14.0pp | -51.70%+48.4pp | 20.14%-23.4pp |
| Employer contribution / active EE | $759 | $2,135-64.4% | $3,758-79.8% | $2,281-66.7% |
| Participant deferral / active EE | $1,110 | $3,165-64.9% | $4,311-74.3% | $3,203-65.4% |
| Admin fee / account holder | $501 | $5,076-90.1% | $7,645-93.5% | $4,296-88.3% |