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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 | $14,414 | $73,102-80.3% | $123,552-88.3% | $56,287-74.4% |
| Participation rate | 12.4% | 74.3%-61.9pp | 82.3%-69.9pp | 69.9%-57.5pp |
| Annual return | -14.12% | 3.01%-17.1pp | 119.20%-133.3pp | -9.96%-4.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,080 | $5,423-80.1% | $6,426-83.2% | $3,350-67.8% |
| Admin fee / account holder | $1,322 | $554+138.7% | $9,285-85.8% | $521+153.7% |