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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 | $7,950 | $77,638-89.8% | $156,551-94.9% | $62,881-87.4% |
| Participation rate | 67.1% | 71.2%-4.1pp | 84.0%-16.9pp | 69.3%-2.2pp |
| Annual return | -3.50% | 50.33%-53.8pp | 32.23%-35.7pp | 20.14%-23.6pp |
| Employer contribution / active EE | $407 | $3,444-88.2% | $5,501-92.6% | $2,281-82.1% |
| Participant deferral / active EE | $771 | $3,046-74.7% | $4,871-84.2% | $3,203-75.9% |
| Admin fee / account holder | $663 | $5,561-88.1% | $13,028-94.9% | $4,296-84.6% |