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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 | $3,212 | $52,884-93.9% | $84,753-96.2% | $55,167-94.2% |
| Participation rate | 32.4% | 67.5%-35.1pp | 76.6%-44.2pp | 69.0%-36.6pp |
| Annual return | -4.32% | 18.03%-22.4pp | 22.78%-27.1pp | 169.23%-173.6pp |
| Employer contribution / active EE | $649 | $2,233-71.0% | $3,574-81.9% | $1,963-66.9% |
| Participant deferral / active EE | $133 | $2,644-95.0% | $3,712-96.4% | $3,054-95.7% |
| Admin fee / account holder | $3,487 | $581+500.5% | $5,333-34.6% | $504+592.0% |