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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 | $2,738 | $61,789-95.6% | $97,167-97.2% | $80,874-96.6% |
| Participation rate | 68.3% | 63.5%+4.8pp | 72.7%-4.4pp | 67.6%+0.6pp |
| Annual return | -14.87% | -557.90%+543.0pp | 75.27%-90.1pp | 35.62%-50.5pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $403 | $3,028-86.7% | $4,264-90.6% | $4,297-90.6% |
| Admin fee / account holder | $1,255 | $5,168-75.7% | $5,650-77.8% | $6,935-81.9% |