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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 | $3,593 | $75,832-95.3% | $147,617-97.6% | $59,633-94.0% |
| Participation rate | 46.0% | 71.6%-25.6pp | 84.6%-38.6pp | 68.7%-22.7pp |
| Annual return | -3.14% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $378 | $3,485-89.1% | $5,564-93.2% | $2,203-82.8% |
| Participant deferral / active EE | $466 | $3,131-85.1% | $4,895-90.5% | $3,192-85.4% |
| Admin fee / account holder | $421 | $5,986-93.0% | $11,612-96.4% | $4,297-90.2% |