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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 | $3,226 | $57,330-94.4% | $86,656-96.3% | $75,177-95.7% |
| Participation rate | 3.9% | 63.2%-59.3pp | 71.7%-67.8pp | 67.2%-63.3pp |
| Annual return | -27.58% | 2675.40%-2703.0pp | 593.09%-620.7pp | 160.75%-188.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $50 | $3,320-98.5% | $4,439-98.9% | $4,126-98.8% |
| Admin fee / account holder | $1,459 | $4,115-64.6% | $5,619-74.0% | $5,651-74.2% |