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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 | $5,073 | $81,331-93.8% | $155,534-96.7% | $80,935-93.7% |
| Participation rate | 6.8% | 66.3%-59.4pp | 78.2%-71.4pp | 67.7%-60.8pp |
| Annual return | -53.60% | 33.37%-87.0pp | 64.92%-118.5pp | 35.66%-89.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $173 | $3,454-95.0% | $5,630-96.9% | $4,299-96.0% |
| Admin fee / account holder | $3,508 | $7,999-56.1% | $15,900-77.9% | $6,924-49.3% |