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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 | $4,074 | $149,040-97.3% | $120,225-96.6% | $137,256-97.0% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 9.79% | 605.68%-595.9pp | 439.23%-429.4pp | 220.34%-210.6pp |
| Employer contribution / active EE | $18 | $4,350-99.6% | $3,475-99.5% | $4,156-99.6% |
| Participant deferral / active EE | $167 | $4,655-96.4% | $3,999-95.8% | $6,407-97.4% |
| Admin fee / account holder | $20,506 | $6,348+223.1% | $5,696+260.0% | $12,270+67.1% |