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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 | $2,250 | $90,467-97.5% | $93,759-97.6% | $134,509-98.3% |
| Participation rate | 18.2% | 82.0%-63.8pp | 81.0%-62.8pp | 81.2%-63.0pp |
| Annual return | -25.41% | -15.72%-9.7pp | -11.33%-14.1pp | 418.13%-443.5pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $560 | $5,980-90.6% | $6,096-90.8% | $6,400-91.3% |
| Admin fee / account holder | $859 | $9,258-90.7% | $7,197-88.1% | $11,427-92.5% |