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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 | $9,160 | $99,647-90.8% | $86,439-89.4% | $134,509-93.2% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -22.97% | 6784.13%-6807.1pp | 4395.55%-4418.5pp | 418.13%-441.1pp |
| Employer contribution / active EE | $1,342 | $4,401-69.5% | $3,769-64.4% | $4,741-71.7% |
| Participant deferral / active EE | $1,058 | $7,246-85.4% | $6,952-84.8% | $6,400-83.5% |
| Admin fee / account holder | $2,401 | $8,373-71.3% | $6,732-64.3% | $11,427-79.0% |