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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 | $1,128 | $77,908-98.6% | $149,696-99.2% | $75,173-98.5% |
| Participation rate | 3.1% | 65.6%-62.5pp | 78.8%-75.7pp | 67.2%-64.1pp |
| Annual return | -3.15% | 31.73%-34.9pp | 134.46%-137.6pp | 160.72%-163.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $52 | $3,411-98.5% | $5,682-99.1% | $4,126-98.7% |
| Admin fee / account holder | $1,131 | $5,950-81.0% | $13,212-91.4% | $5,651-80.0% |