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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 | $84,953-100.0% | $163,379-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 76.8%-76.8pp | 68.1%-68.1pp |
| Annual return | 3.64% | 23.07%-19.4pp | 63.41%-59.8pp | 53.51%-49.9pp |
| Employer contribution / active EE | $522 | $2,183-76.1% | $3,752-86.1% | $2,552-79.5% |
| Participant deferral / active EE | $993 | $4,326-77.1% | $6,282-84.2% | $4,126-75.9% |
| Admin fee / account holder | $470,321 | $7,921+5837.5% | $9,818+4690.5% | $7,339+6308.7% |