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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 | $16,157 | $73,009-77.9% | $90,760-82.2% | $68,486-76.4% |
| Participation rate | 26.9% | 70.8%-43.9pp | 75.7%-48.8pp | 67.9%-41.0pp |
| Annual return | -23.31% | -13.81%-9.5pp | -12.16%-11.2pp | -7.85%-15.5pp |
| Employer contribution / active EE | $729 | $2,193-66.7% | $2,922-75.0% | $2,597-71.9% |
| Participant deferral / active EE | $999 | $3,626-72.5% | $4,565-78.1% | $4,028-75.2% |
| Admin fee / account holder | $341 | $5,896-94.2% | $8,444-96.0% | $5,404-93.7% |