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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 | $6,486 | $42,383-84.7% | $76,518-91.5% | $64,173-89.9% |
| Participation rate | 12.0% | 58.1%-46.1pp | 68.0%-56.0pp | 69.6%-57.6pp |
| Annual return | -73.87% | -16.54%-57.3pp | -0.27%-73.6pp | 7.63%-81.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $657 | $2,566-74.4% | $3,836-82.9% | $3,470-81.1% |
| Admin fee / account holder | $2,298 | $3,198-28.1% | $4,849-52.6% | $4,887-53.0% |