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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 | $1,170 | $22,602-94.8% | $65,566-98.2% | $75,173-98.4% |
| Participation rate | 26.3% | 63.1%-36.8pp | 64.9%-38.6pp | 67.2%-40.9pp |
| Annual return | -27.43% | 71.13%-98.6pp | 47.40%-74.8pp | 160.72%-188.1pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $214 | $1,695-87.4% | $2,832-92.5% | $4,126-94.8% |
| Admin fee / account holder | $624 | $1,877-66.8% | $4,114-84.8% | $5,651-89.0% |