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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 | $10,145 | $82,678-87.7% | $125,391-91.9% | $68,490-85.2% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -23.92% | -5.97%-18.0pp | 572.41%-596.3pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,403 | $6,111-60.7% | $7,448-67.7% | $4,028-40.3% |
| Admin fee / account holder | $9,016 | $6,277+43.6% | $10,009-9.9% | $5,403+66.9% |