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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 | $16,643 | $91,559-81.8% | $133,978-87.6% | $79,856-79.2% |
| Participation rate | 67.4% | 73.3%-6.0pp | 79.8%-12.5pp | 69.6%-2.2pp |
| Annual return | -2.51% | 61.85%-64.4pp | 45.10%-47.6pp | 31.71%-34.2pp |
| Employer contribution / active EE | $751 | $2,384-68.5% | $3,919-80.8% | $2,471-69.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $845 | $6,321-86.6% | $8,930-90.5% | $5,306-84.1% |