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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 | $6,365 | $134,001-95.3% | $112,258-94.3% | $134,509-95.3% |
| Participation rate | 4.8% | 78.6%-73.8pp | 75.1%-70.3pp | 81.2%-76.5pp |
| Annual return | -29.35% | 47.15%-76.5pp | 27.47%-56.8pp | 418.13%-447.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $445 | $5,291-91.6% | $4,728-90.6% | $6,400-93.1% |
| Admin fee / account holder | $3,631 | $7,491-51.5% | $6,411-43.4% | $11,427-68.2% |