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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 | $16,108 | $59,456-72.9% | $93,669-82.8% | $74,429-78.4% |
| Participation rate | 18.1% | 59.6%-41.5pp | 68.7%-50.6pp | 67.2%-49.1pp |
| Annual return | 9.63% | 82.00%-72.4pp | 133.59%-124.0pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $773 | $1,266-38.9% | $2,424-68.1% | $2,625-70.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,499 | $3,026-50.5% | $8,291-81.9% | $1,944-22.9% |