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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 | $14,554 | $77,816-81.3% | $123,552-88.2% | $64,173-77.3% |
| Participation rate | 25.0% | 74.7%-49.7pp | 82.3%-57.3pp | 69.6%-44.6pp |
| Annual return | -8.62% | 12.49%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $584 | $3,014-80.6% | $4,628-87.4% | $2,381-75.5% |
| Participant deferral / active EE | $993 | $5,240-81.1% | $6,426-84.5% | $3,470-71.4% |
| Admin fee / account holder | $934 | $5,519-83.1% | $9,285-89.9% | $4,887-80.9% |