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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 | $5,991 | $101,063-94.1% | $81,473-92.6% | $147,586-95.9% |
| Participation rate | 21.4% | 74.5%-53.0pp | 68.0%-46.5pp | 82.8%-61.4pp |
| Annual return | -26.37% | 32.41%-58.8pp | 38.78%-65.2pp | 578.59%-605.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $310 | $4,242-92.7% | $3,537-91.2% | $5,439-94.3% |
| Admin fee / account holder | $2,779 | $5,812-52.2% | $4,561-39.1% | $10,886-74.5% |