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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 | $1,258 | $108,882-98.8% | $96,754-98.7% | $154,746-99.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | -2.47% | 98.39%-100.9pp | 82.04%-84.5pp | 172.34%-174.8pp |
| Employer contribution / active EE | $348 | $3,018-88.5% | $2,679-87.0% | $4,379-92.0% |
| Participant deferral / active EE | $353 | $5,323-93.4% | $4,758-92.6% | $6,730-94.8% |
| Admin fee / account holder | $436 | $10,200-95.7% | $8,905-95.1% | $14,365-97.0% |