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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 | $4,523 | $111,785-96.0% | $93,669-95.2% | $145,877-96.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 1.84% | 203.79%-201.9pp | 133.59%-131.8pp | 551.28%-549.4pp |
| Employer contribution / active EE | $925 | $3,096-70.1% | $2,424-61.8% | $4,663-80.2% |
| Participant deferral / active EE | $925 | $4,919-81.2% | $4,416-79.1% | $6,691-86.2% |
| Admin fee / account holder | $917 | $10,256-91.1% | $8,291-88.9% | $13,402-93.2% |