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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 | $710 | $67,823-99.0% | $52,425-98.6% | $137,256-99.5% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | -21.68% | 219.11%-240.8pp | 302.12%-323.8pp | 220.34%-242.0pp |
| Employer contribution / active EE | $40 | $1,163-96.6% | $914-95.6% | $4,156-99.0% |
| Participant deferral / active EE | $19 | $2,288-99.2% | $1,790-98.9% | $6,407-99.7% |
| Admin fee / account holder | $1,142 | $2,844-59.9% | $2,495-54.2% | $12,270-90.7% |