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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 | $1,199 | $111,814-98.9% | $103,378-98.8% | $145,978-99.2% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | -0.79% | 24.80%-25.6pp | 24.91%-25.7pp | 550.52%-551.3pp |
| Employer contribution / active EE | $1,174 | $4,215-72.2% | $3,870-69.7% | $4,662-74.8% |
| Participant deferral / active EE | $182 | $5,618-96.8% | $5,058-96.4% | $6,690-97.3% |
| Admin fee / account holder | $3,170 | $9,764-67.5% | $8,401-62.3% | $13,400-76.3% |