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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 | $7,043 | $160,070-95.6% | $147,117-95.2% | $145,897-95.2% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 9.17% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,041 | $5,285-80.3% | $4,932-78.9% | $4,663-77.7% |
| Participant deferral / active EE | $1,516 | $8,419-82.0% | $8,065-81.2% | $6,689-77.3% |
| Admin fee / account holder | $1,997 | $15,035-86.7% | $12,993-84.6% | $13,390-85.1% |