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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 | $100,970-94.5% | $96,576-94.2% | $137,256-95.9% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | -18.51% | 38.16%-56.7pp | 38.47%-57.0pp | 220.34%-238.8pp |
| Employer contribution / active EE | $663 | $3,809-82.6% | $3,553-81.3% | $4,156-84.0% |
| Participant deferral / active EE | $1,401 | $8,286-83.1% | $7,956-82.4% | $6,407-78.1% |
| Admin fee / account holder | $17,624 | $11,312+55.8% | $11,381+54.9% | $12,270+43.6% |