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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 | $21,486 | $61,660-65.2% | $80,022-73.1% | $64,181-66.5% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.8pp | 69.6%-7.5pp |
| Annual return | -32.28% | -0.33%-32.0pp | 11.22%-43.5pp | 7.63%-39.9pp |
| Employer contribution / active EE | $421 | $1,810-76.8% | $2,468-83.0% | $2,381-82.3% |
| Participant deferral / active EE | $1,212 | $2,968-59.2% | $3,686-67.1% | $3,470-65.1% |
| Admin fee / account holder | $8,495 | $5,417+56.8% | $6,521+30.3% | $4,887+73.8% |