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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 | $2,610 | $111,535-97.7% | $105,223-97.5% | $137,256-98.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | -91.73% | 237.85%-329.6pp | 180.65%-272.4pp | 220.34%-312.1pp |
| Employer contribution / active EE | $1,140 | $3,939-71.1% | $3,689-69.1% | $4,156-72.6% |
| Participant deferral / active EE | $1,137 | $5,500-79.3% | $5,072-77.6% | $6,407-82.3% |
| Admin fee / account holder | $557 | $9,721-94.3% | $8,859-93.7% | $12,270-95.5% |