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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 | $11,798 | $39,162-69.9% | $100,671-88.3% | $59,632-80.2% |
| Participation rate | 3.6% | 55.9%-52.3pp | 70.7%-67.1pp | 68.7%-65.1pp |
| Annual return | -14.12% | 21.07%-35.2pp | 20.43%-34.5pp | 2041.32%-2055.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $277 | $1,992-86.1% | $3,144-91.2% | $3,192-91.3% |
| Admin fee / account holder | $1,296 | $2,969-56.3% | $4,850-73.3% | $4,297-69.8% |