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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 | $54 | $100,125-99.9% | $81,482-99.9% | $145,978-100.0% |
| Participation rate | 22.7% | 74.2%-51.5pp | 69.5%-46.8pp | 80.3%-57.6pp |
| Annual return | 0.62% | 34.44%-33.8pp | 24.79%-24.2pp | 550.52%-549.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12 | $4,609-99.7% | $3,885-99.7% | $6,690-99.8% |
| Admin fee / account holder | $1,225 | $8,198-85.1% | $5,761-78.7% | $13,400-90.9% |