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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 | $13,846 | $68,996-79.9% | $159,991-91.3% | $68,495-79.8% |
| Participation rate | 56.3% | 65.4%-9.2pp | 78.0%-21.7pp | 67.9%-11.6pp |
| Annual return | -20.25% | -9.65%-10.6pp | 408.82%-429.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $841 | $2,212-62.0% | $4,225-80.1% | $2,596-67.6% |
| Participant deferral / active EE | $1,103 | $4,211-73.8% | $6,183-82.2% | $4,028-72.6% |
| Admin fee / account holder | $976 | $4,797-79.7% | $8,715-88.8% | $5,403-81.9% |