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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 | $4,165 | $103,038-96.0% | $90,324-95.4% | $152,909-97.3% |
| Participation rate | 30.8% | 75.9%-45.1pp | 73.3%-42.5pp | 82.5%-51.7pp |
| Annual return | -52.13% | 95.25%-147.4pp | 78.15%-130.3pp | 345.46%-397.6pp |
| Employer contribution / active EE | $254 | $3,141-91.9% | $2,856-91.1% | $4,764-94.7% |
| Participant deferral / active EE | $625 | $4,282-85.4% | $3,885-83.9% | $5,851-89.3% |
| Admin fee / account holder | $305 | $6,177-95.1% | $5,356-94.3% | $11,601-97.4% |