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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 | $3,317 | $73,848-95.5% | $143,799-97.7% | $68,486-95.2% |
| Participation rate | 16.7% | 66.7%-50.0pp | 80.3%-63.6pp | 67.9%-51.2pp |
| Annual return | -39.18% | 0.91%-40.1pp | -0.04%-39.1pp | -7.85%-31.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $589 | $3,385-82.6% | $5,638-89.6% | $4,028-85.4% |
| Admin fee / account holder | $369 | $5,755-93.6% | $14,677-97.5% | $5,404-93.2% |