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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 | $2,946 | $57,352-94.9% | $83,830-96.5% | $64,173-95.4% |
| Participation rate | 31.6% | 68.6%-37.0pp | 76.1%-44.6pp | 69.6%-38.0pp |
| Annual return | -44.56% | 11.38%-55.9pp | 850.97%-895.5pp | 7.63%-52.2pp |
| Employer contribution / active EE | $562 | $2,546-77.9% | $3,631-84.5% | $2,381-76.4% |
| Participant deferral / active EE | $750 | $2,993-74.9% | $4,082-81.6% | $3,470-78.4% |
| Admin fee / account holder | $692 | $4,046-82.9% | $5,479-87.4% | $4,887-85.8% |