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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 | $4,122 | $98,766-95.8% | $149,730-97.2% | $79,852-94.8% |
| Participation rate | 15.4% | 75.8%-60.4pp | 82.5%-67.1pp | 69.6%-54.3pp |
| Annual return | -98.40% | 27.43%-125.8pp | 276.70%-375.1pp | 31.72%-130.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $630 | $5,681-88.9% | $6,843-90.8% | $3,740-83.1% |
| Admin fee / account holder | $2,103 | $6,052-65.3% | $9,310-77.4% | $5,306-60.4% |