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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 | $9,811 | $135,956-92.8% | $123,894-92.1% | $273,972-96.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -5.01% | 56.63%-61.6pp | 47.52%-52.5pp | 41.46%-46.5pp |
| Employer contribution / active EE | $950 | $5,170-81.6% | $4,617-79.4% | $4,869-80.5% |
| Participant deferral / active EE | $48 | $6,343-99.2% | $5,984-99.2% | $5,287-99.1% |
| Admin fee / account holder | $566 | $9,817-94.2% | $8,357-93.2% | $10,133-94.4% |