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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 | $10,631 | $173,526-93.9% | $136,072-92.2% | $145,884-92.7% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.4%-35.3pp | 80.3%-39.1pp |
| Annual return | 1.02% | 1167.12%-1166.1pp | 580.46%-579.4pp | 551.85%-550.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,467 | $8,711-83.2% | $7,028-79.1% | $6,690-78.1% |
| Admin fee / account holder | $1,339 | $9,665-86.1% | $6,718-80.1% | $13,392-90.0% |