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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 | $551 | $29,319-98.1% | $52,425-98.9% | $82,448-99.3% |
| Participation rate | 14.6% | 46.9%-32.2pp | 55.6%-41.0pp | 68.1%-53.4pp |
| Annual return | -11.70% | 535.20%-546.9pp | 302.12%-313.8pp | 41.64%-53.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $156 | $1,171-86.7% | $1,790-91.3% | $4,139-96.2% |
| Admin fee / account holder | $751 | $1,962-61.8% | $2,495-69.9% | $7,234-89.6% |