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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 | $8,252 | $64,517-87.2% | $81,438-89.9% | $80,874-89.8% |
| Participation rate | 3.3% | 63.9%-60.6pp | 69.5%-66.2pp | 67.6%-64.3pp |
| Annual return | -4.56% | 16.35%-20.9pp | 24.74%-29.3pp | 35.62%-40.2pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $140 | $3,096-95.5% | $3,883-96.4% | $4,297-96.7% |
| Admin fee / account holder | $913 | $5,677-83.9% | $5,764-84.2% | $6,935-86.8% |