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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 | $3,717 | $110,379-96.6% | $102,412-96.4% | $145,884-97.5% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | -104.47% | 24.84%-129.3pp | 24.94%-129.4pp | 551.85%-656.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $616 | $5,622-89.0% | $5,060-87.8% | $6,690-90.8% |
| Admin fee / account holder | $14,744 | $9,745+51.3% | $8,388+75.8% | $13,392+10.1% |