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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 | $16,171 | $106,005-84.7% | $92,239-82.5% | $147,585-89.0% |
| Participation rate | 35.3% | 80.4%-45.1pp | 76.5%-41.2pp | 82.8%-47.5pp |
| Annual return | -0.46% | 50.05%-50.5pp | 176.29%-176.8pp | 578.58%-579.0pp |
| Employer contribution / active EE | $950 | $4,333-78.1% | $3,680-74.2% | $4,876-80.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,220 | $6,333-49.2% | $5,194-38.0% | $10,886-70.4% |