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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 | $10,099 | $48,274-79.1% | $63,244-84.0% | $59,633-83.1% |
| Participation rate | 10.7% | 66.3%-55.6pp | 71.0%-60.3pp | 68.7%-58.0pp |
| Annual return | -2.64% | -240.79%+238.1pp | -70.31%+67.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $226 | $2,343-90.4% | $2,953-92.4% | $3,192-92.9% |
| Admin fee / account holder | $1,428 | $3,600-60.3% | $5,893-75.8% | $4,297-66.8% |