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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 | $9,964 | $91,525-89.1% | $130,026-92.3% | $75,181-86.7% |
| Participation rate | 34.5% | 71.4%-37.0pp | 78.5%-44.0pp | 67.2%-32.7pp |
| Annual return | 11.88% | -631.40%+643.3pp | -137.26%+149.1pp | 160.69%-148.8pp |
| Employer contribution / active EE | $1,076 | $2,844-62.2% | $4,321-75.1% | $2,671-59.7% |
| Participant deferral / active EE | $1,424 | $4,342-67.2% | $5,821-75.5% | $4,126-65.5% |
| Admin fee / account holder | $2,875 | $6,778-57.6% | $10,608-72.9% | $5,650-49.1% |