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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 | $5,159 | $111,785-95.4% | $93,669-94.5% | $145,877-96.5% |
| Participation rate | 4.5% | 74.2%-69.7pp | 68.7%-64.2pp | 80.3%-75.8pp |
| Annual return | -5.10% | 203.79%-208.9pp | 133.59%-138.7pp | 551.28%-556.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7 | $4,919-99.9% | $4,416-99.8% | $6,691-99.9% |
| Admin fee / account holder | $1,091 | $10,256-89.4% | $8,291-86.8% | $13,402-91.9% |