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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 | $9,047 | $107,941-91.6% | $91,994-90.2% | $152,909-94.1% |
| Participation rate | 26.1% | 81.2%-55.1pp | 78.6%-52.5pp | 82.5%-56.4pp |
| Annual return | 1.97% | 89.28%-87.3pp | 69.04%-67.1pp | 345.46%-343.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $190 | $6,366-97.0% | $5,924-96.8% | $5,851-96.8% |
| Admin fee / account holder | $552 | $10,521-94.8% | $7,744-92.9% | $11,601-95.2% |