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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 | $15,695 | $41,377-62.1% | $109,313-85.6% | $62,881-75.0% |
| Participation rate | 36.9% | 57.5%-20.6pp | 71.3%-34.3pp | 69.3%-32.4pp |
| Annual return | -3.34% | 11.05%-14.4pp | 22.07%-25.4pp | 20.14%-23.5pp |
| Employer contribution / active EE | $312 | $1,276-75.6% | $3,892-92.0% | $2,281-86.3% |
| Participant deferral / active EE | $701 | $2,045-65.7% | $3,166-77.9% | $3,203-78.1% |
| Admin fee / account holder | $3,490 | $2,884+21.0% | $5,666-38.4% | $4,296-18.8% |