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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 | $9,804 | $61,660-84.1% | $80,022-87.7% | $64,173-84.7% |
| Participation rate | 21.3% | 71.7%-50.4pp | 75.8%-54.6pp | 69.6%-48.3pp |
| Annual return | -19.61% | -0.33%-19.3pp | 11.22%-30.8pp | 7.63%-27.2pp |
| Employer contribution / active EE | $507 | $1,810-72.0% | $2,468-79.5% | $2,381-78.7% |
| Participant deferral / active EE | $876 | $2,968-70.5% | $3,686-76.2% | $3,470-74.8% |
| Admin fee / account holder | $380 | $5,417-93.0% | $6,521-94.2% | $4,887-92.2% |