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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 | $17,672 | $71,872-75.4% | $86,691-79.6% | $68,495-74.2% |
| Participation rate | 37.0% | 72.2%-35.3pp | 76.6%-39.6pp | 67.9%-30.9pp |
| Annual return | -18.86% | 3.53%-22.4pp | 35.94%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $636 | $2,173-70.8% | $2,837-77.6% | $2,596-75.5% |
| Participant deferral / active EE | $1,485 | $3,779-60.7% | $4,656-68.1% | $4,028-63.1% |
| Admin fee / account holder | $1,625 | $6,112-73.4% | $7,492-78.3% | $5,403-69.9% |