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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 | $12,428 | $138,076-91.0% | $123,553-89.9% | $135,380-90.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.37% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $939 | $5,152-81.8% | $4,628-79.7% | $4,779-80.4% |
| Participant deferral / active EE | $1,018 | $6,800-85.0% | $6,426-84.2% | $5,609-81.8% |
| Admin fee / account holder | $1,044 | $10,917-90.4% | $9,284-88.8% | $10,828-90.4% |