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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 | $5,685 | $102,422-94.4% | $147,117-96.1% | $80,959-93.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.9pp | 67.7%-34.3pp |
| Annual return | 9.80% | 135.16%-125.4pp | 420.54%-410.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $548 | $6,652-91.8% | $8,065-93.2% | $4,300-87.3% |
| Admin fee / account holder | $440 | $7,953-94.5% | $12,993-96.6% | $6,925-93.6% |