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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 | $334 | $100,139-99.7% | $85,187-99.6% | $145,884-99.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 4.12% | 84.15%-80.0pp | 66.67%-62.5pp | 551.85%-547.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $227 | $5,296-95.7% | $4,525-95.0% | $6,690-96.6% |
| Admin fee / account holder | $13,609 | $7,262+87.4% | $6,162+120.9% | $13,392+1.6% |