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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 | $20 | $60,119-100.0% | $90,430-100.0% | $79,858-100.0% |
| Participation rate | 18.8% | 65.0%-46.2pp | 72.7%-53.9pp | 69.6%-50.9pp |
| Annual return | -161.49% | 71.94%-233.4pp | 1293.73%-1455.2pp | 31.72%-193.2pp |
| Employer contribution / active EE | $321 | $2,068-84.5% | $3,262-90.2% | $2,471-87.0% |
| Participant deferral / active EE | $600 | $2,938-79.6% | $3,963-84.9% | $3,740-84.0% |
| Admin fee / account holder | $1,773 | $3,976-55.4% | $5,613-68.4% | $5,306-66.6% |