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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 | $1,401 | $108,942-98.7% | $100,415-98.6% | $145,897-99.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.19% | 58.27%-50.1pp | 49.47%-41.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $395 | $4,422-91.1% | $3,943-90.0% | $4,663-91.5% |
| Participant deferral / active EE | $395 | $8,461-95.3% | $8,091-95.1% | $6,689-94.1% |
| Admin fee / account holder | $1,053 | $9,702-89.1% | $7,906-86.7% | $13,390-92.1% |