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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 | $6,070 | $58,600-89.6% | $83,327-92.7% | $64,173-90.5% |
| Participation rate | 28.6% | 72.0%-43.5pp | 77.8%-49.2pp | 69.6%-41.0pp |
| Annual return | -12.28% | 9.66%-21.9pp | 10.64%-22.9pp | 7.63%-19.9pp |
| Employer contribution / active EE | $372 | $2,098-82.3% | $3,379-89.0% | $2,381-84.4% |
| Participant deferral / active EE | $584 | $4,656-87.5% | $5,565-89.5% | $3,470-83.2% |
| Admin fee / account holder | $1,431 | $9,282-84.6% | $7,540-81.0% | $4,887-70.7% |