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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 | $12,710 | $124,175-89.8% | $108,405-88.3% | $167,553-92.4% |
| Participation rate | 14.3% | 82.3%-68.0pp | 80.1%-65.9pp | 82.1%-67.8pp |
| Annual return | 7.39% | 1380.13%-1372.7pp | 905.55%-898.2pp | 478.89%-471.5pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $755 | $6,908-89.1% | $6,563-88.5% | $6,343-88.1% |
| Admin fee / account holder | $18,859 | $9,457+99.4% | $7,297+158.5% | $12,316+53.1% |