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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 | $2,861 | $80,812-96.5% | $160,784-98.2% | $82,448-96.5% |
| Participation rate | 16.2% | 66.2%-50.0pp | 77.0%-60.7pp | 68.1%-51.9pp |
| Annual return | -6.50% | 100.59%-107.1pp | 1803.92%-1810.4pp | 41.64%-48.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $648 | $4,335-85.1% | $6,293-89.7% | $4,139-84.3% |
| Admin fee / account holder | $3,274 | $7,695-57.5% | $9,717-66.3% | $7,234-54.7% |