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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 | $309 | $69,230-99.6% | $64,085-99.5% | $139,427-99.8% |
| Participation rate | 8.3% | 75.6%-67.3pp | 72.3%-64.0pp | 80.3%-72.0pp |
| Annual return | 9.22% | 45.89%-36.7pp | 33.69%-24.5pp | 373.27%-364.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $200 | $4,681-95.7% | $3,881-94.8% | $6,711-97.0% |
| Admin fee / account holder | $3,403 | $4,246-19.8% | $3,069+10.9% | $11,404-70.2% |