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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 | $7,726 | $80,781-90.4% | $102,437-92.5% | $74,478-89.6% |
| Participation rate | 7.7% | 65.7%-58.0pp | 74.5%-66.8pp | 67.2%-59.5pp |
| Annual return | -33.11% | 27.58%-60.7pp | 24.95%-58.1pp | 1370.56%-1403.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $279 | $3,862-92.8% | $5,060-94.5% | $4,350-93.6% |
| Admin fee / account holder | $4,518 | $2,372+90.5% | $8,388-46.1% | $1,946+132.2% |