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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 | $666 | $100,911-99.3% | $90,440-99.3% | $158,966-99.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -4.28% | 1726.62%-1730.9pp | 1294.38%-1298.7pp | 302.95%-307.2pp |
| Employer contribution / active EE | $750 | $3,690-79.7% | $3,263-77.0% | $4,762-84.3% |
| Participant deferral / active EE | $225 | $4,348-94.8% | $3,964-94.3% | $5,983-96.2% |
| Admin fee / account holder | $15,064 | $6,507+131.5% | $5,615+168.3% | $11,250+33.9% |