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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 | $3,359 | $81,664-95.9% | $70,476-95.2% | $158,966-97.9% |
| Participation rate | 8.7% | 77.7%-69.0pp | 75.1%-66.4pp | 82.0%-73.3pp |
| Annual return | -52.58% | 208.59%-261.2pp | 109.12%-161.7pp | 302.95%-355.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $235 | $4,556-94.8% | $3,710-93.7% | $5,983-96.1% |
| Admin fee / account holder | $1,145 | $6,197-81.5% | $3,847-70.2% | $11,250-89.8% |