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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 | $21,995 | $71,872-69.4% | $86,691-74.6% | $68,495-67.9% |
| Participation rate | 22.7% | 72.2%-49.5pp | 76.6%-53.9pp | 67.9%-45.2pp |
| Annual return | -19.27% | 3.53%-22.8pp | 35.94%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $625 | $2,173-71.2% | $2,837-78.0% | $2,596-75.9% |
| Participant deferral / active EE | $1,165 | $3,779-69.2% | $4,656-75.0% | $4,028-71.1% |
| Admin fee / account holder | $322 | $6,112-94.7% | $7,492-95.7% | $5,403-94.0% |