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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 | $100,279-99.9% | $81,353-99.9% | $145,884-100.0% |
| Participation rate | 22.7% | 74.3%-51.5pp | 69.5%-46.8pp | 80.3%-57.6pp |
| Annual return | 0.62% | 34.49%-33.9pp | 24.82%-24.2pp | 551.85%-551.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12 | $4,611-99.7% | $3,885-99.7% | $6,690-99.8% |
| Admin fee / account holder | $1,225 | $8,206-85.1% | $5,766-78.8% | $13,392-90.9% |