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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 | $1,052 | $118,875-99.1% | $96,572-98.9% | $167,553-99.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 5.57% | 50.50%-44.9pp | 37.79%-32.2pp | 478.89%-473.3pp |
| Employer contribution / active EE | $624 | $3,121-80.0% | $2,357-73.5% | $4,840-87.1% |
| Participant deferral / active EE | $935 | $4,617-79.7% | $3,850-75.7% | $6,343-85.3% |
| Admin fee / account holder | $1,511 | $8,070-81.3% | $6,183-75.6% | $12,316-87.7% |