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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 | $5,682 | $45,050-87.4% | $63,018-91.0% | $70,126-91.9% |
| Participation rate | 44.0% | 69.5%-25.5pp | 74.8%-30.8pp | 69.5%-25.5pp |
| Annual return | 0.11% | 18.76%-18.7pp | 87.62%-87.5pp | 73.15%-73.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $429 | $2,466-82.6% | $3,330-87.1% | $3,332-87.1% |
| Admin fee / account holder | $671 | $2,834-76.3% | $3,601-81.4% | $4,645-85.5% |