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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 | $380 | $29,319-98.7% | $52,425-99.3% | $82,448-99.5% |
| Participation rate | 2.7% | 46.9%-44.2pp | 55.6%-52.9pp | 68.1%-65.4pp |
| Annual return | -19.39% | 535.20%-554.6pp | 302.12%-321.5pp | 41.64%-61.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $34 | $1,171-97.1% | $1,790-98.1% | $4,139-99.2% |
| Admin fee / account holder | $1,350 | $1,962-31.2% | $2,495-45.9% | $7,234-81.3% |