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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 | $2,433 | $30,423-92.0% | $56,025-95.7% | $74,478-96.7% |
| Participation rate | 1.9% | 32.9%-31.0pp | 52.5%-50.6pp | 67.2%-65.3pp |
| Annual return | 8.67% | 24.97%-16.3pp | 1712.69%-1704.0pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4 | $1,176-99.6% | $1,955-99.8% | $4,350-99.9% |
| Admin fee / account holder | $1,377 | $2,363-41.8% | $2,828-51.3% | $1,946-29.3% |