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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 | $9,306 | $138,075-93.3% | $123,552-92.5% | $135,379-93.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.81% | 153.70%-166.5pp | 119.20%-132.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $986 | $5,152-80.9% | $4,628-78.7% | $4,779-79.4% |
| Participant deferral / active EE | $1,194 | $6,800-82.4% | $6,426-81.4% | $5,609-78.7% |
| Admin fee / account holder | $1,662 | $10,917-84.8% | $9,285-82.1% | $10,828-84.7% |