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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 | $9,242 | $54,380-83.0% | $68,509-86.5% | $59,633-84.5% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -4.38% | 2.83%-7.2pp | 8.27%-12.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $2,621 | $1,539+70.4% | $2,278+15.1% | $2,203+19.0% |
| Participant deferral / active EE | $409 | $2,643-84.5% | $3,382-87.9% | $3,192-87.2% |
| Admin fee / account holder | $1,039 | $3,885-73.3% | $5,275-80.3% | $4,297-75.8% |