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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 | $12,963 | $73,009-82.2% | $90,760-85.7% | $68,486-81.1% |
| Participation rate | 41.2% | 70.8%-29.7pp | 75.7%-34.5pp | 67.9%-26.7pp |
| Annual return | -18.97% | -13.81%-5.2pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $770 | $3,626-78.8% | $4,565-83.1% | $4,028-80.9% |
| Admin fee / account holder | $4,959 | $5,896-15.9% | $8,444-41.3% | $5,404-8.2% |