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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 | $159,978-96.1% | $147,041-95.8% | $145,978-95.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 6.71% | 98.36%-91.7pp | 419.21%-412.5pp | 550.52%-543.8pp |
| Employer contribution / active EE | $1,731 | $5,288-67.3% | $4,935-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $90 | $8,429-98.9% | $8,071-98.9% | $6,690-98.7% |
| Admin fee / account holder | $1,607 | $15,053-89.3% | $13,006-87.6% | $13,400-88.0% |