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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 | $2,839 | $102,595-97.2% | $94,057-97.0% | $154,746-98.2% |
| Participation rate | 5.3% | 76.0%-70.7pp | 73.3%-68.1pp | 80.7%-75.4pp |
| Annual return | -5.18% | 583.42%-588.6pp | 480.62%-485.8pp | 172.34%-177.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $55 | $5,118-98.9% | $4,709-98.8% | $6,730-99.2% |
| Admin fee / account holder | $9,188 | $7,736+18.8% | $7,244+26.8% | $14,365-36.0% |