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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 | $6,025 | $42,383-85.8% | $76,523-92.1% | $64,181-90.6% |
| Participation rate | 15.9% | 58.1%-42.3pp | 68.0%-52.1pp | 69.6%-53.7pp |
| Annual return | -19.31% | -16.54%-2.8pp | -0.27%-19.0pp | 7.63%-26.9pp |
| Employer contribution / active EE | $762 | $1,563-51.3% | $2,647-71.2% | $2,381-68.0% |
| Participant deferral / active EE | $308 | $2,566-88.0% | $3,835-92.0% | $3,470-91.1% |
| Admin fee / account holder | $2,266 | $3,198-29.1% | $4,848-53.3% | $4,887-53.6% |