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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 | $6,230 | $58,311-89.3% | $81,882-92.4% | $80,959-92.3% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 10.19% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $573 | $3,287-82.6% | $4,323-86.8% | $4,300-86.7% |
| Admin fee / account holder | $1,398 | $4,752-70.6% | $7,360-81.0% | $6,925-79.8% |