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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 | $8,395 | $73,102-88.5% | $123,553-93.2% | $56,289-85.1% |
| Participation rate | 19.7% | 74.3%-54.6pp | 82.3%-62.6pp | 69.9%-50.2pp |
| Annual return | -12.97% | 3.01%-16.0pp | 119.21%-132.2pp | -9.96%-3.0pp |
| Employer contribution / active EE | $1,209 | $2,977-59.4% | $4,628-73.9% | $2,111-42.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,027 | $554+266.1% | $9,284-78.2% | $521+289.1% |