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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 | $11,088 | $40,435-72.6% | $80,648-86.3% | $74,473-85.1% |
| Participation rate | 5.1% | 47.4%-42.3pp | 67.0%-61.9pp | 70.7%-65.7pp |
| Annual return | 14.80% | 165.22%-150.4pp | 937.21%-922.4pp | 34.36%-19.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $42 | $2,673-98.4% | $4,443-99.1% | $4,530-99.1% |
| Admin fee / account holder | $2,956 | $721+310.1% | $5,382-45.1% | $347+751.8% |