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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 | $104,650-99.9% | $83,854-99.9% | $155,188-100.0% |
| Participation rate | 36.4% | 65.1%-28.7pp | 59.1%-22.7pp | 80.8%-44.4pp |
| Annual return | -11.21% | 28.97%-40.2pp | 31.39%-42.6pp | 148.84%-160.0pp |
| Employer contribution / active EE | $142 | $1,196-88.1% | $1,017-86.0% | $4,248-96.7% |
| Participant deferral / active EE | $178 | $2,367-92.5% | $2,035-91.3% | $6,531-97.3% |
| Admin fee / account holder | $133,358 | $3,518+3690.4% | $3,197+4071.7% | $14,480+821.0% |