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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 | $13,254 | $82,678-84.0% | $125,391-89.4% | $68,490-80.6% |
| Participation rate | 4.9% | 75.1%-70.2pp | 82.4%-77.5pp | 67.9%-63.0pp |
| Annual return | -62.57% | -5.97%-56.6pp | 572.41%-635.0pp | -7.85%-54.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,439 | $6,111-76.5% | $7,448-80.7% | $4,028-64.3% |
| Admin fee / account holder | $6,353 | $6,277+1.2% | $10,009-36.5% | $5,403+17.6% |