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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 | $11,328 | $138,076-91.8% | $123,553-90.8% | $135,380-91.6% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -13.58% | 153.70%-167.3pp | 119.21%-132.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $901 | $5,152-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $1,803 | $6,800-73.5% | $6,426-71.9% | $5,609-67.9% |
| Admin fee / account holder | $534 | $10,917-95.1% | $9,284-94.2% | $10,828-95.1% |