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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 | $15,491 | $118,877-87.0% | $96,570-84.0% | $167,536-90.8% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 7.21% | 50.50%-43.3pp | 37.79%-30.6pp | 478.82%-471.6pp |
| Employer contribution / active EE | $847 | $3,121-72.9% | $2,357-64.1% | $4,839-82.5% |
| Participant deferral / active EE | $847 | $4,617-81.6% | $3,849-78.0% | $6,342-86.6% |
| Admin fee / account holder | $211,159 | $8,069+2517.0% | $6,182+3315.5% | $12,315+1614.7% |