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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 | $2,642 | $57,352-95.4% | $83,831-96.8% | $64,173-95.9% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -22.26% | 11.38%-33.6pp | 850.99%-873.3pp | 7.63%-29.9pp |
| Employer contribution / active EE | $1,263 | $2,546-50.4% | $3,631-65.2% | $2,381-47.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $382 | $4,046-90.6% | $5,479-93.0% | $4,887-92.2% |