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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 | $74,535-94.1% | $100,712-95.6% | $82,637-94.7% |
| Participation rate | 4.0% | 61.2%-57.2pp | 69.3%-65.3pp | 68.1%-64.1pp |
| Annual return | -74.83% | 18.92%-93.8pp | 33.27%-108.1pp | 53.51%-128.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $171 | $3,074-94.4% | $4,085-95.8% | $4,126-95.9% |
| Admin fee / account holder | $750 | $6,576-88.6% | $9,256-91.9% | $7,339-89.8% |