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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 | $11,463 | $138,114-91.7% | $125,391-90.9% | $134,545-91.5% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -23.45% | 750.88%-774.3pp | 572.41%-595.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,302 | $5,246-75.2% | $4,816-73.0% | $4,742-72.5% |
| Participant deferral / active EE | $2,360 | $7,801-69.7% | $7,448-68.3% | $6,401-63.1% |
| Admin fee / account holder | $311 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |