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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 | $105 | $29,733-99.6% | $56,025-99.8% | $80,959-99.9% |
| Participation rate | 40.5% | 41.7%-1.2pp | 52.5%-12.0pp | 67.7%-27.2pp |
| Annual return | 7.25% | 35.28%-28.0pp | 1712.69%-1705.4pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $184 | $1,229-85.0% | $1,955-90.6% | $4,300-95.7% |
| Admin fee / account holder | $414 | $2,434-83.0% | $2,828-85.4% | $6,925-94.0% |