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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 | $1,170 | $93,346-98.7% | $71,796-98.4% | $273,972-99.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 83.0%-58.0pp |
| Annual return | -100.59% | 130.39%-231.0pp | 78.04%-178.6pp | 41.46%-142.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $300 | $3,475-91.4% | $2,794-89.3% | $5,287-94.3% |
| Admin fee / account holder | $5,077 | $6,571-22.7% | $4,815+5.4% | $10,133-49.9% |