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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 | $3,650 | $96,691-96.2% | $86,656-95.8% | $139,487-97.4% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | -14.41% | 106.87%-121.3pp | 593.09%-607.5pp | 373.84%-388.2pp |
| Employer contribution / active EE | $342 | $3,267-89.5% | $3,025-88.7% | $4,755-92.8% |
| Participant deferral / active EE | $429 | $4,838-91.1% | $4,439-90.3% | $6,713-93.6% |
| Admin fee / account holder | $2,266 | $6,414-64.7% | $5,619-59.7% | $11,407-80.1% |