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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 | $5,344 | $138,102-96.1% | $125,381-95.7% | $134,532-96.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -37.12% | 750.73%-787.8pp | 572.31%-609.4pp | 418.27%-455.4pp |
| Employer contribution / active EE | $1,182 | $5,245-77.5% | $4,815-75.5% | $4,741-75.1% |
| Participant deferral / active EE | $1,418 | $7,801-81.8% | $7,448-81.0% | $6,401-77.9% |
| Admin fee / account holder | $1,662 | $11,568-85.6% | $10,007-83.4% | $11,429-85.5% |