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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 | $5,115 | $55,449-90.8% | $83,831-93.9% | $56,289-90.9% |
| Participation rate | 10.8% | 68.0%-57.2pp | 76.1%-65.3pp | 69.9%-59.0pp |
| Annual return | -8.00% | -1.38%-6.6pp | 850.99%-859.0pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6 | $2,935-99.8% | $4,082-99.9% | $3,350-99.8% |
| Admin fee / account holder | $2,276 | $656+247.0% | $5,479-58.5% | $521+336.9% |