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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 | $1,180 | $47,479-97.5% | $62,929-98.1% | $82,448-98.6% |
| Participation rate | 51.5% | 66.9%-15.4pp | 73.1%-21.6pp | 68.1%-16.6pp |
| Annual return | -5.45% | 20.34%-25.8pp | 1063.93%-1069.4pp | 41.64%-47.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $249 | $2,870-91.3% | $3,888-93.6% | $4,139-94.0% |
| Admin fee / account holder | $1,446 | $3,804-62.0% | $5,065-71.4% | $7,234-80.0% |