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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 | $11,356 | $165,381-93.1% | $149,730-92.4% | $158,966-92.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -0.15% | 348.29%-348.4pp | 276.70%-276.9pp | 302.95%-303.1pp |
| Employer contribution / active EE | $2,267 | $5,104-55.6% | $4,645-51.2% | $4,762-52.4% |
| Participant deferral / active EE | $2,123 | $7,182-70.4% | $6,843-69.0% | $5,983-64.5% |
| Admin fee / account holder | $16,807 | $10,809+55.5% | $9,310+80.5% | $11,250+49.4% |