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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 | $231 | $100,203-99.8% | $85,240-99.7% | $145,897-99.8% |
| Participation rate | 42.1% | 74.1%-32.0pp | 67.5%-25.4pp | 80.3%-38.2pp |
| Annual return | 0.51% | 84.28%-83.8pp | 66.75%-66.2pp | 552.29%-551.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $120 | $5,299-97.7% | $4,527-97.4% | $6,689-98.2% |
| Admin fee / account holder | $325 | $7,265-95.5% | $6,165-94.7% | $13,390-97.6% |