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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 | $5,608 | $160,059-96.5% | $140,019-96.0% | $135,379-95.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -59.60% | 911.44%-971.0pp | 651.15%-710.7pp | 519.79%-579.4pp |
| Employer contribution / active EE | $1,728 | $6,420-73.1% | $5,605-69.2% | $4,779-63.8% |
| Participant deferral / active EE | $1,827 | $7,641-76.1% | $6,927-73.6% | $5,609-67.4% |
| Admin fee / account holder | $2,291 | $13,328-82.8% | $10,705-78.6% | $10,828-78.8% |