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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 | $1,319 | $36,948-96.4% | $73,658-98.2% | $87,485-98.5% |
| Participation rate | 30.6% | 46.8%-16.2pp | 57.0%-26.4pp | 68.9%-38.3pp |
| Annual return | 10.49% | 28.64%-18.1pp | 29.72%-19.2pp | 26.06%-15.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $110 | $1,379-92.0% | $2,062-94.7% | $4,274-97.4% |
| Admin fee / account holder | $360 | $2,531-85.8% | $3,357-89.3% | $7,775-95.4% |