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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 | $2,274 | $93,117-97.6% | $77,096-97.1% | $134,532-98.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -29.59% | 62.67%-92.3pp | 42.35%-71.9pp | 418.27%-447.9pp |
| Employer contribution / active EE | $387 | $3,420-88.7% | $2,814-86.2% | $4,741-91.8% |
| Participant deferral / active EE | $394 | $5,241-92.5% | $4,429-91.1% | $6,401-93.8% |
| Admin fee / account holder | $2,422 | $6,948-65.1% | $5,428-55.4% | $11,429-78.8% |