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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 | $4,287 | $160,070-97.3% | $147,117-97.1% | $145,897-97.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | -12.63% | 98.69%-111.3pp | 420.54%-433.2pp | 552.29%-564.9pp |
| Employer contribution / active EE | $1,609 | $5,285-69.6% | $4,932-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $1,609 | $8,419-80.9% | $8,065-80.0% | $6,689-75.9% |
| Admin fee / account holder | $3,120 | $15,035-79.2% | $12,993-76.0% | $13,390-76.7% |