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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 | $8,059 | $73,863-89.1% | $143,797-94.4% | $68,490-88.2% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -20.23% | 0.91%-21.1pp | -0.04%-20.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $427 | $3,185-86.6% | $4,952-91.4% | $2,597-83.5% |
| Participant deferral / active EE | $929 | $3,385-72.5% | $5,638-83.5% | $4,028-76.9% |
| Admin fee / account holder | $407 | $5,756-92.9% | $14,679-97.2% | $5,403-92.5% |