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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 | $7,283 | $117,829-93.8% | $102,423-92.9% | $145,877-95.0% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-67.0pp |
| Annual return | -85.58% | 31.83%-117.4pp | 29.42%-115.0pp | 551.28%-636.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $189 | $5,732-96.7% | $5,054-96.3% | $6,691-97.2% |
| Admin fee / account holder | $10,975 | $13,335-17.7% | $9,455+16.1% | $13,402-18.1% |