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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 | $6,094 | $59,813-89.8% | $79,580-92.3% | $68,486-91.1% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.5%-29.0pp | 67.9%-27.4pp |
| Annual return | -20.56% | -12.30%-8.3pp | 0.15%-20.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $480 | $1,505-68.1% | $2,413-80.1% | $2,597-81.5% |
| Participant deferral / active EE | $997 | $3,024-67.0% | $3,985-75.0% | $4,028-75.3% |
| Admin fee / account holder | $467 | $4,835-90.3% | $6,835-93.2% | $5,404-91.4% |