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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 | $6,526 | $95,915-93.2% | $79,580-91.8% | $134,532-95.1% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -34.80% | -2.71%-32.1pp | 0.15%-35.0pp | 418.27%-453.1pp |
| Employer contribution / active EE | $532 | $3,129-83.0% | $2,413-77.9% | $4,741-88.8% |
| Participant deferral / active EE | $1,065 | $4,693-77.3% | $3,985-73.3% | $6,401-83.4% |
| Admin fee / account holder | $2,384 | $9,132-73.9% | $6,835-65.1% | $11,429-79.1% |