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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 | $2,135 | $92,684-97.7% | $82,706-97.4% | $134,509-98.4% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -62.59% | 945.84%-1008.4pp | 701.76%-764.4pp | 418.13%-480.7pp |
| Employer contribution / active EE | $325 | $3,272-90.1% | $3,007-89.2% | $4,741-93.1% |
| Participant deferral / active EE | $459 | $4,800-90.4% | $4,394-89.6% | $6,400-92.8% |
| Admin fee / account holder | $530 | $5,982-91.1% | $5,329-90.0% | $11,427-95.4% |