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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 | $11,202 | $59,819-81.3% | $79,583-85.9% | $68,490-83.6% |
| Participation rate | 18.1% | 61.1%-43.0pp | 69.5%-51.4pp | 67.9%-49.8pp |
| Annual return | -19.80% | -12.30%-7.5pp | 0.16%-20.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $353 | $1,505-76.6% | $2,414-85.4% | $2,597-86.4% |
| Participant deferral / active EE | $856 | $3,025-71.7% | $3,986-78.5% | $4,028-78.8% |
| Admin fee / account holder | $462 | $4,835-90.4% | $6,835-93.2% | $5,403-91.4% |