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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 | $4,193 | $133,981-96.9% | $112,249-96.3% | $134,532-96.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.83% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,461 | $4,040-63.8% | $3,636-59.8% | $4,741-69.2% |
| Participant deferral / active EE | $1,461 | $5,292-72.4% | $4,729-69.1% | $6,401-77.2% |
| Admin fee / account holder | $3,306 | $7,492-55.9% | $6,412-48.4% | $11,429-71.1% |