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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 | $5,646 | $58,311-90.3% | $81,882-93.1% | $80,959-93.0% |
| Participation rate | 35.5% | 63.5%-28.0pp | 72.4%-36.9pp | 67.7%-32.2pp |
| Annual return | 9.23% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $494 | $2,347-78.9% | $2,916-83.1% | $2,757-82.1% |
| Participant deferral / active EE | $614 | $3,287-81.3% | $4,323-85.8% | $4,300-85.7% |
| Admin fee / account holder | $630 | $4,752-86.7% | $7,360-91.4% | $6,925-90.9% |