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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 | $33,087 | $88,203-62.5% | $165,100-80.0% | $74,478-55.6% |
| Participation rate | 46.7% | 73.1%-26.4pp | 78.6%-31.9pp | 67.2%-20.5pp |
| Annual return | 10.27% | 17.13%-6.9pp | 70.21%-59.9pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,343 | $4,505-70.2% | $6,035-77.8% | $4,350-69.1% |
| Admin fee / account holder | $5,805 | $2,235+159.7% | $12,696-54.3% | $1,946+198.3% |