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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 | $23,867 | $69,977-65.9% | $108,582-78.0% | $62,881-62.0% |
| Participation rate | 22.7% | 72.9%-50.2pp | 79.6%-56.8pp | 69.3%-46.6pp |
| Annual return | -7.30% | 10.73%-18.0pp | -51.70%+44.4pp | 20.14%-27.4pp |
| Employer contribution / active EE | $843 | $2,135-60.5% | $3,758-77.6% | $2,281-63.0% |
| Participant deferral / active EE | $1,235 | $3,165-61.0% | $4,311-71.4% | $3,203-61.4% |
| Admin fee / account holder | $373 | $5,076-92.7% | $7,645-95.1% | $4,296-91.3% |