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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 | $20,499 | $289,211-92.9% | $260,467-92.1% | $198,609-89.7% |
| Participation rate | 20.0% | 83.1%-63.1pp | 80.5%-60.5pp | 82.4%-62.4pp |
| Annual return | -1.54% | 112.90%-114.4pp | 100.60%-102.1pp | 202.70%-204.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,155 | $6,812-83.0% | $6,319-81.7% | $6,977-83.4% |
| Admin fee / account holder | $180,826 | $16,236+1013.7% | $15,461+1069.6% | $19,030+850.2% |