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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 | $8,955 | $66,302-86.5% | $110,243-91.9% | $56,289-84.1% |
| Participation rate | 48.5% | 74.9%-26.4pp | 79.8%-31.3pp | 69.9%-21.3pp |
| Annual return | -8.91% | -1.18%-7.7pp | 314.76%-323.7pp | -9.96%+1.0pp |
| Employer contribution / active EE | $643 | $2,047-68.6% | $3,827-83.2% | $2,111-69.5% |
| Participant deferral / active EE | $1,070 | $3,381-68.4% | $4,672-77.1% | $3,350-68.1% |
| Admin fee / account holder | $654 | $698-6.4% | $8,548-92.3% | $521+25.5% |