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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 | $11,813 | $75,962-84.4% | $154,108-92.3% | $64,173-81.6% |
| Participation rate | 63.6% | 70.4%-6.8pp | 83.0%-19.4pp | 69.6%-5.9pp |
| Annual return | -8.40% | 30.32%-38.7pp | 735.21%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,007 | $3,350-70.0% | $5,298-81.0% | $2,381-57.7% |
| Participant deferral / active EE | $831 | $3,175-73.8% | $5,081-83.6% | $3,470-76.1% |
| Admin fee / account holder | $1,276 | $5,589-77.2% | $13,411-90.5% | $4,887-73.9% |