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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 | $1,060 | $125,184-99.2% | $105,607-99.0% | $145,884-99.3% |
| Participation rate | 12.5% | 77.6%-65.1pp | 75.3%-62.8pp | 80.3%-67.8pp |
| Annual return | -90.22% | 225.00%-315.2pp | 116.11%-206.3pp | 551.85%-642.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $120 | $5,714-97.9% | $5,011-97.6% | $6,690-98.2% |
| Admin fee / account holder | $1,032 | $17,133-94.0% | $10,958-90.6% | $13,392-92.3% |