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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 | $1,278 | $51,207-97.5% | $70,565-98.2% | $75,177-98.3% |
| Participation rate | 6.7% | 61.0%-54.3pp | 68.4%-61.7pp | 67.2%-60.5pp |
| Annual return | -15.02% | 30.05%-45.1pp | 32.79%-47.8pp | 160.75%-175.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $26 | $2,850-99.1% | $4,568-99.4% | $4,126-99.4% |
| Admin fee / account holder | $1,442 | $4,097-64.8% | $6,430-77.6% | $5,651-74.5% |