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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 | $8,351 | $48,078-82.6% | $78,676-89.4% | $62,881-86.7% |
| Participation rate | 12.5% | 65.2%-52.7pp | 73.6%-61.1pp | 69.3%-56.8pp |
| Annual return | -2.91% | 31.36%-34.3pp | 62.19%-65.1pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $69 | $2,587-97.3% | $3,517-98.0% | $3,203-97.8% |
| Admin fee / account holder | $622 | $3,206-80.6% | $4,510-86.2% | $4,296-85.5% |