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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 | $2,315 | $83,337-97.2% | $67,834-96.6% | $273,972-99.2% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | -35.05% | 259.45%-294.5pp | 138.47%-173.5pp | 41.46%-76.5pp |
| Employer contribution / active EE | $597 | $3,287-81.8% | $2,403-75.1% | $4,869-87.7% |
| Participant deferral / active EE | $629 | $4,088-84.6% | $3,160-80.1% | $5,287-88.1% |
| Admin fee / account holder | $413 | $6,752-93.9% | $4,622-91.1% | $10,133-95.9% |