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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 | $2,183 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-99.2% |
| Participation rate | 7.7% | 74.1%-66.4pp | 68.4%-60.7pp | 83.0%-75.3pp |
| Annual return | -19.68% | 2.55%-22.2pp | 5.24%-24.9pp | 41.46%-61.1pp |
| Employer contribution / active EE | $93 | $2,350-96.0% | $1,844-95.0% | $4,869-98.1% |
| Participant deferral / active EE | $30 | $2,962-99.0% | $2,591-98.9% | $5,287-99.4% |
| Admin fee / account holder | $600 | $3,725-83.9% | $2,903-79.3% | $10,133-94.1% |