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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 | $879 | $29,319-97.0% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 16.7% | 46.9%-30.2pp | 55.6%-39.0pp | 68.1%-51.4pp |
| Annual return | -91.74% | 535.20%-626.9pp | 302.12%-393.9pp | 41.64%-133.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $93 | $1,171-92.1% | $1,790-94.8% | $4,139-97.8% |
| Admin fee / account holder | $10,225 | $1,962+421.1% | $2,495+309.8% | $7,234+41.3% |