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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 | $7,269 | $59,813-87.8% | $79,580-90.9% | $68,486-89.4% |
| Participation rate | 2.7% | 61.1%-58.3pp | 69.5%-66.7pp | 67.9%-65.2pp |
| Annual return | -58.86% | -12.30%-46.6pp | 0.15%-59.0pp | -7.85%-51.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $148 | $3,024-95.1% | $3,985-96.3% | $4,028-96.3% |
| Admin fee / account holder | $1,878 | $4,835-61.2% | $6,835-72.5% | $5,404-65.3% |