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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 | $15,194 | $50,947-70.2% | $74,549-79.6% | $64,173-76.3% |
| Participation rate | 20.4% | 61.1%-40.7pp | 69.1%-48.7pp | 69.6%-49.2pp |
| Annual return | -10.43% | -1.85%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $350 | $1,115-68.7% | $1,961-82.2% | $2,381-85.3% |
| Participant deferral / active EE | $734 | $2,302-68.1% | $3,108-76.4% | $3,470-78.8% |
| Admin fee / account holder | $2,955 | $4,221-30.0% | $5,059-41.6% | $4,887-39.5% |