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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 | $4,641 | $53,162-91.3% | $91,227-94.9% | $68,490-93.2% |
| Participation rate | 69.1% | 63.2%+5.9pp | 73.2%-4.0pp | 67.9%+1.3pp |
| Annual return | -20.37% | -3.14%-17.2pp | 114.14%-134.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,043 | $2,974-64.9% | $4,234-75.4% | $4,028-74.1% |
| Admin fee / account holder | $599 | $4,493-86.7% | $5,423-89.0% | $5,403-88.9% |