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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 | $2,536 | $80,812-96.9% | $160,784-98.4% | $82,448-96.9% |
| Participation rate | 46.2% | 66.2%-20.1pp | 77.0%-30.8pp | 68.1%-21.9pp |
| Annual return | 3.60% | 100.59%-97.0pp | 1803.92%-1800.3pp | 41.64%-38.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $152 | $4,335-96.5% | $6,293-97.6% | $4,139-96.3% |
| Admin fee / account holder | $832 | $7,695-89.2% | $9,717-91.4% | $7,234-88.5% |