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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 | $14,316 | $71,878-80.1% | $86,698-83.5% | $68,486-79.1% |
| Participation rate | 46.7% | 72.2%-25.6pp | 76.6%-29.9pp | 67.9%-21.2pp |
| Annual return | -23.65% | 3.53%-27.2pp | 35.95%-59.6pp | -7.85%-15.8pp |
| Employer contribution / active EE | $1,208 | $2,173-44.4% | $2,837-57.4% | $2,597-53.5% |
| Participant deferral / active EE | $1,603 | $3,779-57.6% | $4,656-65.6% | $4,028-60.2% |
| Admin fee / account holder | $1,761 | $6,113-71.2% | $7,493-76.5% | $5,404-67.4% |