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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 | $2,589 | $75,832-96.6% | $147,618-98.2% | $59,633-95.7% |
| Participation rate | 52.7% | 71.6%-18.8pp | 84.6%-31.9pp | 68.7%-15.9pp |
| Annual return | -6.39% | 0.37%-6.8pp | 61.98%-68.4pp | 2041.40%-2047.8pp |
| Employer contribution / active EE | $409 | $3,485-88.3% | $5,565-92.7% | $2,203-81.4% |
| Participant deferral / active EE | $818 | $3,131-73.9% | $4,895-83.3% | $3,192-74.4% |
| Admin fee / account holder | $682 | $5,986-88.6% | $11,612-94.1% | $4,297-84.1% |