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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 | $2,731 | $56,431-95.2% | $130,788-97.9% | $87,485-96.9% |
| Participation rate | 3.8% | 58.9%-55.1pp | 70.1%-66.3pp | 68.9%-65.1pp |
| Annual return | -84.31% | 91.27%-175.6pp | 386.44%-470.8pp | 26.06%-110.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $97 | $2,749-96.5% | $4,137-97.6% | $4,274-97.7% |
| Admin fee / account holder | $1,281 | $4,433-71.1% | $6,673-80.8% | $7,775-83.5% |