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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 | $5,931 | $45,022-86.8% | $85,126-93.0% | $77,714-92.4% |
| Participation rate | 2.1% | 48.7%-46.6pp | 67.5%-65.4pp | 70.6%-68.5pp |
| Annual return | -20.14% | 79.38%-99.5pp | 66.63%-86.8pp | 31.26%-51.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $54 | $2,811-98.1% | $4,523-98.8% | $4,649-98.8% |
| Admin fee / account holder | $2,743 | $913+200.5% | $6,160-55.5% | $433+533.2% |