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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 | $14,337 | $72,177-80.1% | $115,038-87.5% | $59,633-76.0% |
| Participation rate | 52.9% | 72.6%-19.6pp | 81.4%-28.4pp | 68.7%-15.7pp |
| Annual return | -6.53% | 12.02%-18.6pp | 26.14%-32.7pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $1,090 | $2,841-61.6% | $4,608-76.3% | $2,203-50.5% |
| Participant deferral / active EE | $1,482 | $4,783-69.0% | $6,026-75.4% | $3,192-53.6% |
| Admin fee / account holder | $511 | $4,927-89.6% | $8,175-93.8% | $4,297-88.1% |