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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 | $14,906 | $72,404-79.4% | $110,243-86.5% | $64,173-76.8% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | -10.41% | -6.29%-4.1pp | 314.76%-325.2pp | 7.63%-18.0pp |
| Employer contribution / active EE | $692 | $2,282-69.7% | $3,827-81.9% | $2,381-71.0% |
| Participant deferral / active EE | $1,358 | $3,469-60.9% | $4,672-70.9% | $3,470-60.9% |
| Admin fee / account holder | $2,494 | $5,664-56.0% | $8,548-70.8% | $4,887-49.0% |