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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 | $2,561 | $132,634-98.1% | $115,768-97.8% | $137,256-98.1% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.4%-48.3pp | 80.0%-53.9pp |
| Annual return | -7.78% | 160.70%-168.5pp | 100.46%-108.2pp | 220.34%-228.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $270 | $5,619-95.2% | $4,917-94.5% | $6,407-95.8% |
| Admin fee / account holder | $1,685 | $15,028-88.8% | $12,439-86.5% | $12,270-86.3% |