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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 | $4,471 | $50,464-91.1% | $75,784-94.1% | $52,331-91.5% |
| Participation rate | 3.4% | 66.8%-63.4pp | 75.8%-72.4pp | 68.1%-64.7pp |
| Annual return | -2.18% | 1.03%-3.2pp | 9.68%-11.9pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $74 | $2,570-97.1% | $3,652-98.0% | $3,022-97.6% |
| Admin fee / account holder | $469 | $1,103-57.4% | $5,300-91.1% | $592-20.7% |