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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 | $56,116-97.5% | $135,768-99.0% | $86,983-98.4% |
| Participation rate | 6.3% | 60.1%-53.9pp | 71.1%-64.8pp | 69.5%-63.3pp |
| Annual return | 2.70% | 125.33%-122.6pp | 526.10%-523.4pp | 25.83%-23.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $514 | $2,690-80.9% | $3,977-87.1% | $4,194-87.7% |
| Admin fee / account holder | $16,843 | $4,314+290.4% | $7,048+139.0% | $7,856+114.4% |