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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 | $69 | $69,118-99.9% | $53,647-99.9% | $138,895-100.0% |
| Participation rate | 36.4% | 64.0%-27.6pp | 56.3%-19.9pp | 79.9%-43.6pp |
| Annual return | -11.21% | 248.26%-259.5pp | 358.33%-369.5pp | 145.39%-156.6pp |
| Employer contribution / active EE | $142 | $1,189-88.0% | $962-85.2% | $4,194-96.6% |
| Participant deferral / active EE | $178 | $2,274-92.2% | $1,813-90.2% | $6,396-97.2% |
| Admin fee / account holder | $133,358 | $2,724+4795.7% | $2,460+5321.2% | $12,562+961.6% |