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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 | $10,383 | $50,947-79.6% | $74,549-86.1% | $64,173-83.8% |
| Participation rate | 22.2% | 61.1%-38.8pp | 69.1%-46.9pp | 69.6%-47.3pp |
| Annual return | -8.69% | -1.85%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $368 | $1,115-67.0% | $1,961-81.2% | $2,381-84.5% |
| Participant deferral / active EE | $460 | $2,302-80.0% | $3,108-85.2% | $3,470-86.7% |
| Admin fee / account holder | $505 | $4,221-88.0% | $5,059-90.0% | $4,887-89.7% |