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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 | $7,241 | $86,882-91.7% | $150,734-95.2% | $69,255-89.5% |
| Participation rate | 1.4% | 84.3%-82.9pp | 78.4%-77.0pp | 69.0%-67.6pp |
| Annual return | 3.23% | 10.69%-7.5pp | 600.81%-597.6pp | 26.73%-23.5pp |
| Employer contribution / active EE | $0 | $5,194-100.0% | $4,918-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $39 | $2,993-98.7% | $5,610-99.3% | $2,890-98.6% |
| Admin fee / account holder | $21,736 | $630+3349.0% | $14,905+45.8% | $733+2866.2% |