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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 | $10,075 | $90,486-88.9% | $78,676-87.2% | $273,972-96.3% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | -0.33% | 75.62%-75.9pp | 62.19%-62.5pp | 41.46%-41.8pp |
| Employer contribution / active EE | $1,143 | $3,175-64.0% | $2,850-59.9% | $4,869-76.5% |
| Participant deferral / active EE | $258 | $3,901-93.4% | $3,517-92.7% | $5,287-95.1% |
| Admin fee / account holder | $2,296 | $5,263-56.4% | $4,510-49.1% | $10,133-77.3% |