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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 | $11,247 | $148,582-92.4% | $135,942-91.7% | $139,456-91.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | -6.11% | 79.26%-85.4pp | 68.28%-74.4pp | 373.45%-379.6pp |
| Employer contribution / active EE | $1,045 | $5,245-80.1% | $4,858-78.5% | $4,753-78.0% |
| Participant deferral / active EE | $2,061 | $8,101-74.6% | $7,759-73.4% | $6,711-69.3% |
| Admin fee / account holder | $1,967 | $12,402-84.1% | $10,764-81.7% | $11,407-82.8% |