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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 | $0 | $37,446-100.0% | $77,552-100.0% | $79,856-100.0% |
| Participation rate | 29.8% | 41.5%-11.7pp | 54.2%-24.4pp | 69.6%-39.9pp |
| Annual return | -110.76% | 39.76%-150.5pp | 54.82%-165.6pp | 31.71%-142.5pp |
| Employer contribution / active EE | $152 | $637-76.2% | $987-84.6% | $2,471-93.9% |
| Participant deferral / active EE | $223 | $1,261-82.3% | $1,861-88.0% | $3,741-94.0% |
| Admin fee / account holder | $345 | $2,506-86.2% | $2,859-87.9% | $5,306-93.5% |