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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 | $96 | $100,970-99.9% | $96,576-99.9% | $137,256-99.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | -1.48% | 38.16%-39.6pp | 38.47%-40.0pp | 220.34%-221.8pp |
| Employer contribution / active EE | $371 | $3,809-90.3% | $3,553-89.6% | $4,156-91.1% |
| Participant deferral / active EE | $957 | $8,286-88.5% | $7,956-88.0% | $6,407-85.1% |
| Admin fee / account holder | $33,651 | $11,312+197.5% | $11,381+195.7% | $12,270+174.3% |