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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 | $15,358 | $98,776-84.5% | $149,745-89.7% | $79,856-80.8% |
| Participation rate | 1.4% | 75.8%-74.4pp | 82.5%-81.1pp | 69.6%-68.3pp |
| Annual return | -5.57% | 27.38%-32.9pp | 276.72%-282.3pp | 31.71%-37.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $214 | $5,681-96.2% | $6,843-96.9% | $3,741-94.3% |
| Admin fee / account holder | $42,803 | $6,053+607.2% | $9,312+359.7% | $5,306+706.6% |