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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 | $11,971 | $138,076-91.3% | $123,553-90.3% | $135,380-91.2% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -11.26% | 153.70%-165.0pp | 119.21%-130.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,271 | $5,152-75.3% | $4,628-72.5% | $4,779-73.4% |
| Participant deferral / active EE | $2,150 | $6,800-68.4% | $6,426-66.5% | $5,609-61.7% |
| Admin fee / account holder | $2,170 | $10,917-80.1% | $9,284-76.6% | $10,828-80.0% |