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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 | $11,190 | $82,674-86.5% | $125,381-91.1% | $68,486-83.7% |
| Participation rate | 48.5% | 75.1%-26.6pp | 82.4%-33.9pp | 67.9%-19.4pp |
| Annual return | -21.30% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $871 | $3,382-74.3% | $4,815-81.9% | $2,597-66.5% |
| Participant deferral / active EE | $1,772 | $6,111-71.0% | $7,448-76.2% | $4,028-56.0% |
| Admin fee / account holder | $929 | $6,277-85.2% | $10,007-90.7% | $5,404-82.8% |