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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 | $4,416 | $73,787-94.0% | $98,716-95.5% | $82,448-94.6% |
| Participation rate | 4.0% | 61.4%-57.4pp | 69.3%-65.3pp | 68.1%-64.1pp |
| Annual return | -74.83% | 18.57%-93.4pp | 31.81%-106.6pp | 41.64%-116.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $171 | $3,081-94.5% | $4,048-95.8% | $4,139-95.9% |
| Admin fee / account holder | $750 | $6,500-88.5% | $8,703-91.4% | $7,234-89.6% |