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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 | $4,279 | $138,102-96.9% | $125,381-96.6% | $134,532-96.8% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -23.20% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,154 | $5,245-78.0% | $4,815-76.0% | $4,741-75.7% |
| Participant deferral / active EE | $2,001 | $7,801-74.4% | $7,448-73.1% | $6,401-68.7% |
| Admin fee / account holder | $683 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |