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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 | $2,790 | $135,956-97.9% | $123,894-97.7% | $273,972-99.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -3.67% | 56.63%-60.3pp | 47.52%-51.2pp | 41.46%-45.1pp |
| Employer contribution / active EE | $1,625 | $5,170-68.6% | $4,617-64.8% | $4,869-66.6% |
| Participant deferral / active EE | $10 | $6,343-99.8% | $5,984-99.8% | $5,287-99.8% |
| Admin fee / account holder | $5,372 | $9,817-45.3% | $8,357-35.7% | $10,133-47.0% |