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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 | $563 | $30,423-98.1% | $56,025-99.0% | $74,478-99.2% |
| Participation rate | 40.5% | 32.9%+7.6pp | 52.5%-12.0pp | 67.2%-26.7pp |
| Annual return | 9.35% | 24.97%-15.6pp | 1712.69%-1703.3pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $124 | $1,176-89.4% | $1,955-93.6% | $4,350-97.1% |
| Admin fee / account holder | $499 | $2,363-78.9% | $2,828-82.4% | $1,946-74.3% |