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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 | $1,792 | $94,439-98.1% | $73,658-97.6% | $154,746-98.8% |
| Participation rate | 4.3% | 64.7%-60.3pp | 57.0%-52.7pp | 80.7%-76.4pp |
| Annual return | -18.60% | 28.25%-46.9pp | 29.72%-48.3pp | 172.34%-190.9pp |
| Employer contribution / active EE | $30 | $1,257-97.6% | $1,032-97.1% | $4,379-99.3% |
| Participant deferral / active EE | $89 | $2,527-96.5% | $2,062-95.7% | $6,730-98.7% |
| Admin fee / account holder | $338 | $3,843-91.2% | $3,357-89.9% | $14,365-97.7% |