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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 | $28 | $73,988-100.0% | $96,538-100.0% | $75,177-100.0% |
| Participation rate | 4.4% | 66.4%-62.0pp | 74.3%-69.9pp | 67.2%-62.8pp |
| Annual return | 10.44% | 26.73%-16.3pp | 35.74%-25.3pp | 160.75%-150.3pp |
| Employer contribution / active EE | $1,279 | $2,930-56.4% | $3,740-65.8% | $2,671-52.1% |
| Participant deferral / active EE | $213 | $3,660-94.2% | $4,880-95.6% | $4,126-94.8% |
| Admin fee / account holder | $199,704 | $5,220+3726.1% | $6,737+2864.1% | $5,651+3433.8% |