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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 | $11,046 | $50,199-78.0% | $70,098-84.2% | $66,930-83.5% |
| Participation rate | 26.5% | 66.3%-39.8pp | 70.5%-43.9pp | 69.8%-43.3pp |
| Annual return | -25.83% | -13.85%-12.0pp | 190.76%-216.6pp | 1.57%-27.4pp |
| Employer contribution / active EE | $704 | $1,864-62.2% | $2,560-72.5% | $2,545-72.3% |
| Participant deferral / active EE | $1,175 | $3,112-62.3% | $3,849-69.5% | $4,238-72.3% |
| Admin fee / account holder | $484 | $600-19.3% | $6,266-92.3% | $593-18.5% |