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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 | $4 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 47.6% | 83.8%-36.2pp | 82.1%-34.5pp | 80.0%-32.3pp |
| Annual return | -0.06% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.4pp |
| Employer contribution / active EE | $986 | $4,804-79.5% | $4,554-78.4% | $4,156-76.3% |
| Participant deferral / active EE | $1,345 | $8,216-83.6% | $7,897-83.0% | $6,407-79.0% |
| Admin fee / account holder | $48,390 | $14,344+237.4% | $13,129+268.6% | $12,270+294.4% |