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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 | $4,317 | $65,364-93.4% | $92,909-95.4% | $72,975-94.1% |
| Participation rate | 40.6% | 68.3%-27.7pp | 76.0%-35.4pp | 69.5%-28.9pp |
| Annual return | -0.67% | 42.11%-42.8pp | 109.44%-110.1pp | 81.01%-81.7pp |
| Employer contribution / active EE | $773 | $2,594-70.2% | $3,653-78.8% | $2,440-68.3% |
| Participant deferral / active EE | $3 | $3,128-99.9% | $4,238-99.9% | $3,608-99.9% |
| Admin fee / account holder | $1,276 | $4,251-70.0% | $5,795-78.0% | $5,124-75.1% |