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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 | $10,563 | $63,346-83.3% | $92,240-88.5% | $70,126-84.9% |
| Participation rate | 58.3% | 68.7%-10.3pp | 76.5%-18.1pp | 69.5%-11.2pp |
| Annual return | 11.68% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $503 | $2,854-82.4% | $3,897-87.1% | $3,332-84.9% |
| Admin fee / account holder | $1,867 | $3,841-51.4% | $5,194-64.1% | $4,645-59.8% |