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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 | $1,253 | $29,733-95.8% | $56,025-97.8% | $80,959-98.5% |
| Participation rate | 26.7% | 41.7%-15.1pp | 52.5%-25.8pp | 67.7%-41.0pp |
| Annual return | 6.06% | 35.28%-29.2pp | 1712.69%-1706.6pp | 35.67%-29.6pp |
| Employer contribution / active EE | $135 | $672-79.9% | $1,042-87.0% | $2,757-95.1% |
| Participant deferral / active EE | $222 | $1,229-81.9% | $1,955-88.6% | $4,300-94.8% |
| Admin fee / account holder | $835 | $2,434-65.7% | $2,828-70.5% | $6,925-87.9% |