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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 | $3,193 | $82,674-96.1% | $125,381-97.5% | $68,486-95.3% |
| Participation rate | 18.8% | 75.1%-56.3pp | 82.4%-63.6pp | 67.9%-49.1pp |
| Annual return | -40.22% | -5.97%-34.3pp | 572.31%-612.5pp | -7.85%-32.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $244 | $6,111-96.0% | $7,448-96.7% | $4,028-94.0% |
| Admin fee / account holder | $2,445 | $6,277-61.1% | $10,007-75.6% | $5,404-54.8% |