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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 | $37 | $90,400-100.0% | $186,193-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.1%-77.1pp | 68.9%-68.9pp |
| Annual return | 3.64% | 22.15%-18.5pp | 78.03%-74.4pp | 26.06%-22.4pp |
| Employer contribution / active EE | $522 | $2,170-75.9% | $3,918-86.7% | $2,596-79.9% |
| Participant deferral / active EE | $993 | $4,330-77.1% | $6,513-84.8% | $4,274-76.8% |
| Admin fee / account holder | $470,321 | $8,673+5322.8% | $11,058+4153.3% | $7,775+5949.3% |