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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 | $5,128 | $62,672-91.8% | $185,117-97.2% | $70,126-92.7% |
| Participation rate | 20.2% | 63.8%-43.5pp | 77.3%-57.0pp | 69.5%-49.3pp |
| Annual return | 8.51% | 40.79%-32.3pp | 40.50%-32.0pp | 73.15%-64.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $990 | $3,272-69.7% | $5,045-80.4% | $3,332-70.3% |
| Admin fee / account holder | $16,227 | $3,932+312.7% | $8,159+98.9% | $4,645+249.3% |