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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 | $4,342 | $95,416-95.4% | $185,818-97.7% | $85,854-94.9% |
| Participation rate | 16.7% | 68.8%-52.1pp | 81.7%-65.0pp | 69.3%-52.6pp |
| Annual return | 2.72% | 23.59%-20.9pp | 122.06%-119.3pp | 318.56%-315.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $100 | $3,424-97.1% | $5,568-98.2% | $3,952-97.5% |
| Admin fee / account holder | $542 | $7,213-92.5% | $16,239-96.7% | $6,260-91.3% |