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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 | $6,216 | $160,070-96.1% | $147,117-95.8% | $145,897-95.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | -16.90% | 98.69%-115.6pp | 420.54%-437.4pp | 552.29%-569.2pp |
| Employer contribution / active EE | $1,299 | $5,285-75.4% | $4,932-73.7% | $4,663-72.1% |
| Participant deferral / active EE | $1,396 | $8,419-83.4% | $8,065-82.7% | $6,689-79.1% |
| Admin fee / account holder | $648 | $15,035-95.7% | $12,993-95.0% | $13,390-95.2% |