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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 | $5,869 | $48,053-87.8% | $84,628-93.1% | $72,975-92.0% |
| Participation rate | 4.5% | 57.6%-53.0pp | 68.2%-63.7pp | 69.5%-64.9pp |
| Annual return | -55.94% | 37.39%-93.3pp | 258.80%-314.7pp | 81.01%-137.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $172 | $2,681-93.6% | $3,900-95.6% | $3,608-95.2% |
| Admin fee / account holder | $4,197 | $3,395+23.6% | $4,914-14.6% | $5,124-18.1% |