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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 | $1,442 | $27,924-94.8% | $58,544-97.5% | $75,181-98.1% |
| Participation rate | 40.0% | 38.8%+1.2pp | 50.9%-10.9pp | 67.2%-27.2pp |
| Annual return | -40.03% | 44.20%-84.2pp | 4249.56%-4289.6pp | 160.69%-200.7pp |
| Employer contribution / active EE | $97 | $669-85.4% | $1,053-90.7% | $2,671-96.4% |
| Participant deferral / active EE | $106 | $1,202-91.2% | $1,923-94.5% | $4,126-97.4% |
| Admin fee / account holder | $1,010 | $1,726-41.5% | $2,520-59.9% | $5,650-82.1% |