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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 | $7,168 | $75,832-90.5% | $147,617-95.1% | $59,633-88.0% |
| Participation rate | 56.7% | 71.6%-14.8pp | 84.6%-27.9pp | 68.7%-12.0pp |
| Annual return | -4.87% | 0.37%-5.2pp | 61.98%-66.9pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $645 | $3,485-81.5% | $5,564-88.4% | $2,203-70.7% |
| Participant deferral / active EE | $827 | $3,131-73.6% | $4,895-83.1% | $3,192-74.1% |
| Admin fee / account holder | $375 | $5,986-93.7% | $11,612-96.8% | $4,297-91.3% |