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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 | $2,684 | $49,177-94.5% | $79,467-96.6% | $64,173-95.8% |
| Participation rate | 13.5% | 65.0%-51.5pp | 73.3%-59.8pp | 69.6%-56.1pp |
| Annual return | -20.21% | -1.16%-19.0pp | 718.30%-738.5pp | 7.63%-27.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $330 | $2,821-88.3% | $3,704-91.1% | $3,470-90.5% |
| Admin fee / account holder | $1,555 | $3,839-59.5% | $5,104-69.5% | $4,887-68.2% |