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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 | $4,580 | $103,038-95.6% | $90,324-94.9% | $152,909-97.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 2.81% | 95.25%-92.4pp | 78.15%-75.3pp | 345.46%-342.7pp |
| Employer contribution / active EE | $210 | $3,141-93.3% | $2,856-92.6% | $4,764-95.6% |
| Participant deferral / active EE | $565 | $4,282-86.8% | $3,885-85.5% | $5,851-90.3% |
| Admin fee / account holder | $1,237 | $6,177-80.0% | $5,356-76.9% | $11,601-89.3% |