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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 | $7,586 | $97,732-92.2% | $83,831-91.0% | $135,380-94.4% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -11.13% | 1287.56%-1298.7pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $5,140 | $4,222+21.7% | $3,631+41.6% | $4,779+7.6% |
| Participant deferral / active EE | $405 | $4,683-91.4% | $4,082-90.1% | $5,609-92.8% |
| Admin fee / account holder | $2,226 | $6,675-66.6% | $5,479-59.4% | $10,828-79.4% |