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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 | $275 | $110,039-99.8% | $97,260-99.7% | $145,884-99.8% |
| Participation rate | 6.7% | 75.9%-69.3pp | 72.7%-66.0pp | 80.3%-73.6pp |
| Annual return | 0.45% | 244.44%-244.0pp | 75.54%-75.1pp | 551.85%-551.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $175 | $4,674-96.2% | $4,262-95.9% | $6,690-97.4% |
| Admin fee / account holder | $7,087 | $6,204+14.2% | $5,640+25.7% | $13,392-47.1% |