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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 | $2,975 | $160,028-98.1% | $147,080-98.0% | $145,884-98.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | -1.17% | 98.60%-99.8pp | 420.17%-421.3pp | 551.85%-553.0pp |
| Employer contribution / active EE | $8,376 | $5,286+58.5% | $4,933+69.8% | $4,662+79.6% |
| Participant deferral / active EE | $400 | $8,422-95.2% | $8,066-95.0% | $6,690-94.0% |
| Admin fee / account holder | $2,466 | $15,030-83.6% | $12,989-81.0% | $13,392-81.6% |