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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 | $6,057 | $57,352-89.4% | $83,831-92.8% | $64,173-90.6% |
| Participation rate | 12.5% | 68.6%-56.1pp | 76.1%-63.6pp | 69.6%-57.1pp |
| Annual return | -79.77% | 11.38%-91.2pp | 850.99%-930.8pp | 7.63%-87.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $691 | $2,993-76.9% | $4,082-83.1% | $3,470-80.1% |
| Admin fee / account holder | $8,745 | $4,046+116.1% | $5,479+59.6% | $4,887+78.9% |