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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 | $12,154 | $81,870-85.2% | $119,622-89.8% | $68,486-82.3% |
| Participation rate | 16.7% | 71.9%-55.2pp | 79.3%-62.6pp | 67.9%-51.2pp |
| Annual return | -21.26% | -23.82%+2.6pp | -14.98%-6.3pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $695 | $4,148-83.2% | $5,601-87.6% | $4,028-82.7% |
| Admin fee / account holder | $509 | $6,583-92.3% | $10,328-95.1% | $5,404-90.6% |