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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 | $8,890 | $65,557-86.4% | $105,738-91.6% | $56,287-84.2% |
| Participation rate | 38.5% | 63.4%-24.9pp | 76.3%-37.9pp | 69.9%-31.4pp |
| Annual return | -7.86% | -1.32%-6.5pp | 6.27%-14.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $780 | $2,418-67.7% | $4,080-80.9% | $3,350-76.7% |
| Admin fee / account holder | $597 | $561+6.3% | $6,913-91.4% | $521+14.5% |