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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 | $5,587 | $102,609-94.6% | $98,090-94.3% | $138,895-96.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | -18.51% | 36.44%-54.9pp | 37.05%-55.6pp | 145.39%-163.9pp |
| Employer contribution / active EE | $663 | $3,867-82.9% | $3,606-81.6% | $4,194-84.2% |
| Participant deferral / active EE | $1,401 | $8,167-82.8% | $7,845-82.1% | $6,396-78.1% |
| Admin fee / account holder | $17,624 | $11,434+54.1% | $11,815+49.2% | $12,562+40.3% |