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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 | $126 | $112,935-99.9% | $90,970-99.9% | $158,966-99.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | -29.83% | 215.79%-245.6pp | 134.58%-164.4pp | 302.95%-332.8pp |
| Employer contribution / active EE | $515 | $2,895-82.2% | $2,122-75.7% | $4,762-89.2% |
| Participant deferral / active EE | $878 | $4,129-78.7% | $3,373-74.0% | $5,983-85.3% |
| Admin fee / account holder | $2,901 | $8,045-63.9% | $5,960-51.3% | $11,250-74.2% |