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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 | $4,694 | $107,363-95.6% | $92,909-94.9% | $152,897-96.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | -31.36% | 145.63%-177.0pp | 109.44%-140.8pp | 345.43%-376.8pp |
| Employer contribution / active EE | $2,264 | $4,222-46.4% | $3,653-38.0% | $4,764-52.5% |
| Participant deferral / active EE | $1,053 | $4,848-78.3% | $4,238-75.2% | $5,851-82.0% |
| Admin fee / account holder | $459 | $7,082-93.5% | $5,795-92.1% | $11,599-96.0% |