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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 | $6,207 | $54,162-88.5% | $68,612-91.0% | $64,173-90.3% |
| Participation rate | 67.7% | 68.1%-0.3pp | 72.2%-4.5pp | 69.6%-1.8pp |
| Annual return | -12.41% | -1.62%-10.8pp | -4.63%-7.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $417 | $1,846-77.4% | $2,625-84.1% | $2,381-82.5% |
| Participant deferral / active EE | $932 | $2,626-64.5% | $3,311-71.9% | $3,470-73.1% |
| Admin fee / account holder | $447 | $4,029-88.9% | $5,131-91.3% | $4,887-90.9% |