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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 | $10,107 | $172,111-94.1% | $150,298-93.3% | $137,256-92.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | -0.80% | 69.37%-70.2pp | 62.79%-63.6pp | 220.34%-221.1pp |
| Employer contribution / active EE | $1,340 | $4,636-71.1% | $4,154-67.7% | $4,156-67.8% |
| Participant deferral / active EE | $1,366 | $6,166-77.8% | $5,453-74.9% | $6,407-78.7% |
| Admin fee / account holder | $11,379 | $16,471-30.9% | $14,116-19.4% | $12,270-7.3% |