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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 | $771 | $58,258-98.7% | $81,820-99.1% | $80,925-99.0% |
| Participation rate | 38.6% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-29.0pp |
| Annual return | 7.93% | 41.76%-33.8pp | 777.93%-770.0pp | 35.65%-27.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $108 | $3,284-96.7% | $4,323-97.5% | $4,299-97.5% |
| Admin fee / account holder | $300 | $4,976-94.0% | $7,391-95.9% | $6,940-95.7% |