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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 | $23,433 | $62,393-62.4% | $120,580-80.6% | $74,478-68.5% |
| Participation rate | 5.7% | 56.8%-51.0pp | 72.0%-66.2pp | 67.2%-61.5pp |
| Annual return | 1.62% | 18.61%-17.0pp | 107.48%-105.9pp | 1370.56%-1368.9pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $150 | $2,886-94.8% | $4,995-97.0% | $4,350-96.6% |
| Admin fee / account holder | $6,217 | $2,396+159.5% | $9,418-34.0% | $1,946+219.5% |