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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 | $12,867 | $51,466-75.0% | $78,778-83.7% | $62,293-79.3% |
| Participation rate | 53.9% | 59.8%-5.9pp | 69.2%-15.3pp | 69.5%-15.6pp |
| Annual return | -3.79% | 19.96%-23.7pp | 35.62%-39.4pp | 28.90%-32.7pp |
| Employer contribution / active EE | $475 | $827-42.6% | $1,986-76.1% | $2,042-76.8% |
| Participant deferral / active EE | $719 | $2,147-66.5% | $2,958-75.7% | $3,169-77.3% |
| Admin fee / account holder | $2,241 | $489+357.9% | $5,134-56.4% | $479+367.5% |