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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 | $6,482 | $53,596-87.9% | $90,657-92.8% | $64,173-89.9% |
| Participation rate | 55.8% | 64.5%-8.7pp | 74.0%-18.3pp | 69.6%-13.8pp |
| Annual return | -11.90% | 4.41%-16.3pp | 1.89%-13.8pp | 7.63%-19.5pp |
| Employer contribution / active EE | $318 | $1,503-78.8% | $2,532-87.4% | $2,381-86.6% |
| Participant deferral / active EE | $855 | $2,459-65.2% | $3,424-75.0% | $3,470-75.4% |
| Admin fee / account holder | $1,082 | $3,868-72.0% | $4,994-78.3% | $4,887-77.9% |