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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 | $100,073-99.8% | $85,126-99.7% | $145,877-99.8% |
| Participation rate | 42.1% | 74.1%-32.0pp | 67.5%-25.4pp | 80.3%-38.2pp |
| Annual return | 0.51% | 84.11%-83.6pp | 66.63%-66.1pp | 551.28%-550.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $120 | $5,294-97.7% | $4,523-97.4% | $6,691-98.2% |
| Admin fee / account holder | $325 | $7,261-95.5% | $6,160-94.7% | $13,402-97.6% |