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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 | $11,451 | $43,730-73.8% | $121,220-90.6% | $64,173-82.2% |
| Participation rate | 50.7% | 58.3%-7.6pp | 71.8%-21.0pp | 69.6%-18.8pp |
| Annual return | -16.55% | 68.94%-85.5pp | 16.94%-33.5pp | 7.63%-24.2pp |
| Employer contribution / active EE | $571 | $1,297-56.0% | $4,023-85.8% | $2,381-76.0% |
| Participant deferral / active EE | $688 | $2,281-69.9% | $3,345-79.4% | $3,470-80.2% |
| Admin fee / account holder | $480 | $3,502-86.3% | $5,021-90.4% | $4,887-90.2% |