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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 | $13,352 | $81,870-83.7% | $119,634-88.8% | $68,490-80.5% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -25.38% | -23.82%-1.6pp | -14.98%-10.4pp | -7.85%-17.5pp |
| Employer contribution / active EE | $944 | $2,692-64.9% | $4,232-77.7% | $2,597-63.6% |
| Participant deferral / active EE | $1,607 | $4,148-61.3% | $5,601-71.3% | $4,028-60.1% |
| Admin fee / account holder | $730 | $6,583-88.9% | $10,329-92.9% | $5,403-86.5% |