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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 | $11,063 | $49,177-77.5% | $79,467-86.1% | $64,173-82.8% |
| Participation rate | 31.0% | 65.0%-34.1pp | 73.3%-42.4pp | 69.6%-38.6pp |
| Annual return | -9.72% | -1.16%-8.6pp | 718.30%-728.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $487 | $2,076-76.5% | $2,800-82.6% | $2,381-79.5% |
| Participant deferral / active EE | $772 | $2,821-72.6% | $3,704-79.2% | $3,470-77.8% |
| Admin fee / account holder | $1,742 | $3,839-54.6% | $5,104-65.9% | $4,887-64.4% |