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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 | $6,068 | $48,364-87.5% | $71,796-91.5% | $62,881-90.4% |
| Participation rate | 24.1% | 60.6%-36.6pp | 69.1%-45.1pp | 69.3%-45.3pp |
| Annual return | -4.19% | 13.16%-17.3pp | 78.04%-82.2pp | 20.14%-24.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $852 | $2,091-59.3% | $2,794-69.5% | $3,203-73.4% |
| Admin fee / account holder | $351 | $3,771-90.7% | $4,815-92.7% | $4,296-91.8% |