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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 | $4,270 | $67,352-93.7% | $60,899-93.0% | $134,509-96.8% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.1%-62.0pp | 81.2%-70.1pp |
| Annual return | -22.05% | 49.99%-72.0pp | 16.92%-39.0pp | 418.13%-440.2pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $611 | $4,539-86.5% | $3,817-84.0% | $6,400-90.5% |
| Admin fee / account holder | $19,055 | $4,585+315.6% | $3,225+490.8% | $11,427+66.8% |