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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 | $6,161 | $160,028-96.2% | $147,080-95.8% | $145,884-95.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 6.71% | 98.60%-91.9pp | 420.17%-413.5pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,731 | $5,286-67.3% | $4,933-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $90 | $8,422-98.9% | $8,066-98.9% | $6,690-98.7% |
| Admin fee / account holder | $1,607 | $15,030-89.3% | $12,989-87.6% | $13,392-88.0% |