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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 | $1,393 | $52,353-97.3% | $120,225-98.8% | $82,448-98.3% |
| Participation rate | 6.3% | 58.3%-52.1pp | 69.6%-63.3pp | 68.1%-61.8pp |
| Annual return | 2.70% | 61.85%-59.1pp | 439.23%-436.5pp | 41.64%-38.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $514 | $2,627-80.4% | $3,999-87.1% | $4,139-87.6% |
| Admin fee / account holder | $16,843 | $4,363+286.1% | $5,696+195.7% | $7,234+132.8% |