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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 | $1,607 | $61,787-97.4% | $97,197-98.3% | $80,925-98.0% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.7%-24.7pp | 67.7%-19.7pp |
| Annual return | -3.82% | -558.16%+554.3pp | 75.47%-79.3pp | 35.65%-39.5pp |
| Employer contribution / active EE | $580 | $1,836-68.4% | $2,723-78.7% | $2,756-78.9% |
| Participant deferral / active EE | $318 | $3,027-89.5% | $4,263-92.5% | $4,299-92.6% |
| Admin fee / account holder | $1,571 | $5,170-69.6% | $5,637-72.1% | $6,940-77.4% |