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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 | $8,050 | $73,839-89.1% | $143,788-94.4% | $68,495-88.2% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -22.13% | 1.01%-23.1pp | -0.03%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,242 | $3,184-61.0% | $4,952-74.9% | $2,596-52.2% |
| Participant deferral / active EE | $163 | $3,384-95.2% | $5,638-97.1% | $4,028-95.9% |
| Admin fee / account holder | $350 | $5,755-93.9% | $14,675-97.6% | $5,403-93.5% |