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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 | $12,111 | $95,416-87.3% | $185,818-93.5% | $85,854-85.9% |
| Participation rate | 7.1% | 68.8%-61.7pp | 81.7%-74.6pp | 69.3%-62.3pp |
| Annual return | 0.14% | 23.59%-23.4pp | 122.06%-121.9pp | 318.56%-318.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $117 | $3,424-96.6% | $5,568-97.9% | $3,952-97.0% |
| Admin fee / account holder | $3,799 | $7,213-47.3% | $16,239-76.6% | $6,260-39.3% |