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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 | $13,637 | $137,414-90.1% | $189,545-92.8% | $85,851-84.1% |
| Participation rate | 35.5% | 84.6%-49.1pp | 87.8%-52.3pp | 69.3%-33.8pp |
| Annual return | -6.11% | 38.14%-44.3pp | 555.36%-561.5pp | 318.63%-324.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,093 | $6,260-82.5% | $8,220-86.7% | $3,952-72.3% |
| Admin fee / account holder | $3,133 | $8,630-63.7% | $12,049-74.0% | $6,261-50.0% |