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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 | $1,055 | $76,634-98.6% | $56,054-98.1% | $145,978-99.3% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -30.23% | 3004.33%-3034.6pp | 1705.95%-1736.2pp | 550.52%-580.8pp |
| Employer contribution / active EE | $134 | $1,380-90.3% | $1,039-87.1% | $4,662-97.1% |
| Participant deferral / active EE | $200 | $2,622-92.4% | $1,952-89.8% | $6,690-97.0% |
| Admin fee / account holder | $364 | $3,321-89.0% | $2,822-87.1% | $13,400-97.3% |