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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 | $603 | $88,754-99.3% | $81,820-99.3% | $145,877-99.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -5.36% | 1031.77%-1037.1pp | 777.93%-783.3pp | 551.28%-556.6pp |
| Employer contribution / active EE | $442 | $3,085-85.7% | $2,915-84.8% | $4,663-90.5% |
| Participant deferral / active EE | $442 | $4,648-90.5% | $4,323-89.8% | $6,691-93.4% |
| Admin fee / account holder | $507 | $8,424-94.0% | $7,391-93.1% | $13,402-96.2% |