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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 | $9,004 | $48,078-81.3% | $78,676-88.6% | $62,881-85.7% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | -0.44% | 31.36%-31.8pp | 62.19%-62.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $337 | $2,015-83.3% | $2,850-88.2% | $2,281-85.2% |
| Participant deferral / active EE | $453 | $2,587-82.5% | $3,517-87.1% | $3,203-85.9% |
| Admin fee / account holder | $2,313 | $3,206-27.8% | $4,510-48.7% | $4,296-46.1% |