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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 | $2,496 | $39,162-93.6% | $100,671-97.5% | $59,633-95.8% |
| Participation rate | 5.8% | 55.9%-50.1pp | 70.7%-64.9pp | 68.7%-62.9pp |
| Annual return | -3.94% | 21.07%-25.0pp | 20.43%-24.4pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $213 | $1,992-89.3% | $3,144-93.2% | $3,192-93.3% |
| Admin fee / account holder | $1,197 | $2,969-59.7% | $4,850-75.3% | $4,297-72.1% |