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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 | $15,318 | $49,471-69.0% | $79,583-80.8% | $66,949-77.1% |
| Participation rate | 33.0% | 61.4%-28.3pp | 69.5%-36.5pp | 69.8%-36.8pp |
| Annual return | -23.75% | 84.30%-108.1pp | 0.16%-23.9pp | 1.57%-25.3pp |
| Employer contribution / active EE | $435 | $1,266-65.6% | $2,414-82.0% | $2,545-82.9% |
| Participant deferral / active EE | $936 | $3,160-70.4% | $3,986-76.5% | $4,239-77.9% |
| Admin fee / account holder | $4,736 | $595+696.2% | $6,835-30.7% | $594+697.9% |