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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 | $8 | $37,156-100.0% | $83,854-100.0% | $86,983-100.0% |
| Participation rate | 3.1% | 49.1%-45.9pp | 59.1%-56.0pp | 69.5%-66.4pp |
| Annual return | -1070.27% | 29.88%-1100.1pp | 31.39%-1101.7pp | 25.83%-1096.1pp |
| Employer contribution / active EE | $75 | $661-88.6% | $1,017-92.6% | $2,584-97.1% |
| Participant deferral / active EE | $101 | $1,418-92.9% | $2,035-95.1% | $4,194-97.6% |
| Admin fee / account holder | $6,051 | $2,510+141.1% | $3,197+89.3% | $7,856-23.0% |