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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 | $4,998 | $99,031-95.0% | $86,597-94.2% | $147,585-96.6% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 7.49% | 1312.56%-1305.1pp | 964.96%-957.5pp | 578.57%-571.1pp |
| Employer contribution / active EE | $1,639 | $3,132-47.7% | $2,840-42.3% | $4,876-66.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $322 | $5,711-94.4% | $4,906-93.4% | $10,885-97.0% |