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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 | $9,659 | $42,909-77.5% | $60,906-84.1% | $68,486-85.9% |
| Participation rate | 28.3% | 66.8%-38.5pp | 73.1%-44.8pp | 67.9%-39.6pp |
| Annual return | -19.70% | -13.99%-5.7pp | 16.94%-36.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $691 | $1,979-65.1% | $2,703-74.4% | $2,597-73.4% |
| Participant deferral / active EE | $706 | $2,866-75.4% | $3,814-81.5% | $4,028-82.5% |
| Admin fee / account holder | $802 | $3,104-74.2% | $3,227-75.1% | $5,404-85.2% |