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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 | $6,294 | $42,383-85.2% | $76,518-91.8% | $64,173-90.2% |
| Participation rate | 43.3% | 58.1%-14.8pp | 68.0%-24.7pp | 69.6%-26.2pp |
| Annual return | -14.69% | -16.54%+1.8pp | -0.27%-14.4pp | 7.63%-22.3pp |
| Employer contribution / active EE | $613 | $1,563-60.8% | $2,647-76.9% | $2,381-74.3% |
| Participant deferral / active EE | $660 | $2,566-74.3% | $3,836-82.8% | $3,470-81.0% |
| Admin fee / account holder | $396 | $3,198-87.6% | $4,849-91.8% | $4,887-91.9% |