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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 | $351 | $70,366-99.5% | $66,674-99.5% | $138,895-99.7% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.7%-11.8pp | 79.9%-18.0pp |
| Annual return | -1.14% | 386.41%-387.5pp | 321.24%-322.4pp | 145.39%-146.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $160 | $4,374-96.3% | $4,084-96.1% | $6,396-97.5% |
| Admin fee / account holder | $327 | $5,262-93.8% | $5,098-93.6% | $12,562-97.4% |