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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 | $6,491 | $32,425-80.0% | $74,577-91.3% | $55,167-88.2% |
| Participation rate | 3.5% | 54.0%-50.5pp | 68.1%-64.6pp | 69.0%-65.5pp |
| Annual return | -10.41% | 10.63%-21.0pp | 20.47%-30.9pp | 169.23%-179.6pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $304 | $1,995-84.7% | $3,458-91.2% | $3,054-90.0% |
| Admin fee / account holder | $4,676 | $748+524.8% | $4,138+13.0% | $504+828.0% |