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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 | $13,305 | $84,482-84.3% | $125,363-89.4% | $66,930-80.1% |
| Participation rate | 9.5% | 76.4%-66.9pp | 82.4%-72.9pp | 69.8%-60.3pp |
| Annual return | -24.85% | -8.49%-16.4pp | 572.15%-597.0pp | 1.57%-26.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $559 | $6,782-91.8% | $7,447-92.5% | $4,238-86.8% |
| Admin fee / account holder | $1,089 | $685+59.1% | $10,005-89.1% | $593+83.6% |