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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 | $6,591 | $289,211-97.7% | $260,467-97.5% | $198,609-96.7% |
| Participation rate | 40.0% | 83.1%-43.1pp | 80.5%-40.5pp | 82.4%-42.4pp |
| Annual return | -4.18% | 112.90%-117.1pp | 100.60%-104.8pp | 202.70%-206.9pp |
| Employer contribution / active EE | $488 | $4,663-89.5% | $4,239-88.5% | $5,055-90.3% |
| Participant deferral / active EE | $1,025 | $6,812-85.0% | $6,319-83.8% | $6,977-85.3% |
| Admin fee / account holder | $7,392 | $16,236-54.5% | $15,461-52.2% | $19,030-61.2% |