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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 | $1,166 | $23,330-95.0% | $64,489-98.2% | $82,448-98.6% |
| Participation rate | 0.0% | 68.3%-68.3pp | 67.7%-67.7pp | 68.1%-68.1pp |
| Annual return | -15.32% | 83.66%-99.0pp | 55.03%-70.3pp | 41.64%-57.0pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $116 | $1,707-93.2% | $2,778-95.8% | $4,139-97.2% |
| Admin fee / account holder | $12,809 | $2,946+334.9% | $4,260+200.7% | $7,234+77.1% |