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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 | $14,650 | $112,112-86.9% | $95,956-84.7% | $158,950-90.8% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | 2.91% | 171.15%-168.2pp | 91.63%-88.7pp | 302.91%-300.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $716 | $4,784-85.0% | $4,167-82.8% | $5,983-88.0% |
| Admin fee / account holder | $1,753 | $10,134-82.7% | $6,797-74.2% | $11,248-84.4% |