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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 | $2,599 | $75,959-96.6% | $154,114-98.3% | $64,181-96.0% |
| Participation rate | 6.7% | 70.4%-63.7pp | 83.0%-76.4pp | 69.6%-62.9pp |
| Annual return | -90.48% | 30.32%-120.8pp | 735.16%-825.6pp | 7.63%-98.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $115 | $3,175-96.4% | $5,081-97.7% | $3,470-96.7% |
| Admin fee / account holder | $12,442 | $5,589+122.6% | $13,411-7.2% | $4,887+154.6% |