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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 | $6,575 | $63,861-89.7% | $104,639-93.7% | $79,856-91.8% |
| Participation rate | 21.0% | 64.9%-44.0pp | 74.1%-53.1pp | 69.6%-48.7pp |
| Annual return | 7.58% | 21.30%-13.7pp | 340.67%-333.1pp | 31.71%-24.1pp |
| Employer contribution / active EE | $266 | $1,588-83.3% | $2,682-90.1% | $2,471-89.3% |
| Participant deferral / active EE | $418 | $2,693-84.5% | $3,738-88.8% | $3,741-88.8% |
| Admin fee / account holder | $2,045 | $4,185-51.1% | $6,465-68.4% | $5,306-61.5% |