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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 | $236 | $68,996-99.7% | $159,991-99.9% | $68,495-99.7% |
| Participation rate | 11.1% | 65.4%-54.3pp | 78.0%-66.9pp | 67.9%-56.8pp |
| Annual return | -112.09% | -9.65%-102.4pp | 408.82%-520.9pp | -7.84%-104.3pp |
| Employer contribution / active EE | $660 | $2,212-70.2% | $4,225-84.4% | $2,596-74.6% |
| Participant deferral / active EE | $1,086 | $4,211-74.2% | $6,183-82.4% | $4,028-73.0% |
| Admin fee / account holder | $2,543 | $4,797-47.0% | $8,715-70.8% | $5,403-52.9% |