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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 | $5,408 | $97,125-94.4% | $86,233-93.7% | $137,256-96.1% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | -15.29% | 74.19%-89.5pp | 61.39%-76.7pp | 220.34%-235.6pp |
| Employer contribution / active EE | $385 | $2,841-86.4% | $2,504-84.6% | $4,156-90.7% |
| Participant deferral / active EE | $497 | $5,180-90.4% | $4,559-89.1% | $6,407-92.2% |
| Admin fee / account holder | $760 | $9,725-92.2% | $8,342-90.9% | $12,270-93.8% |