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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 | $13,756 | $77,817-82.3% | $123,553-88.9% | $64,173-78.6% |
| Participation rate | 30.1% | 74.7%-44.6pp | 82.3%-52.2pp | 69.6%-39.4pp |
| Annual return | -10.71% | 12.49%-23.2pp | 119.21%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $950 | $3,014-68.5% | $4,628-79.5% | $2,381-60.1% |
| Participant deferral / active EE | $1,208 | $5,240-76.9% | $6,426-81.2% | $3,470-65.2% |
| Admin fee / account holder | $741 | $5,519-86.6% | $9,284-92.0% | $4,887-84.8% |