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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 | $16,513 | $45,566-63.8% | $64,105-74.2% | $59,633-72.3% |
| Participation rate | 35.0% | 60.2%-25.2pp | 68.2%-33.2pp | 68.7%-33.7pp |
| Annual return | -3.11% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $769 | $2,057-62.6% | $2,822-72.7% | $3,192-75.9% |
| Admin fee / account holder | $1,151 | $3,268-64.8% | $4,499-74.4% | $4,297-73.2% |