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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 | $5,301 | $103,164-94.9% | $90,259-94.1% | $154,746-96.6% |
| Participation rate | 7.1% | 76.1%-68.9pp | 70.7%-63.6pp | 80.7%-73.6pp |
| Annual return | -1.95% | 19.25%-21.2pp | 18.88%-20.8pp | 172.34%-174.3pp |
| Employer contribution / active EE | $226 | $2,532-91.1% | $2,291-90.1% | $4,379-94.8% |
| Participant deferral / active EE | $226 | $4,422-94.9% | $3,827-94.1% | $6,730-96.6% |
| Admin fee / account holder | $3,625 | $8,593-57.8% | $7,267-50.1% | $14,365-74.8% |