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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 | $2,385 | $69,230-96.6% | $64,085-96.3% | $139,427-98.3% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | -5.34% | 45.89%-51.2pp | 33.69%-39.0pp | 373.27%-378.6pp |
| Employer contribution / active EE | $397 | $3,182-87.5% | $2,747-85.6% | $4,752-91.6% |
| Participant deferral / active EE | $662 | $4,681-85.9% | $3,881-82.9% | $6,711-90.1% |
| Admin fee / account holder | $492 | $4,246-88.4% | $3,069-84.0% | $11,404-95.7% |