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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 | $17,578 | $72,177-75.6% | $115,038-84.7% | $59,633-70.5% |
| Participation rate | 65.6% | 72.6%-6.9pp | 81.4%-15.7pp | 68.7%-3.0pp |
| Annual return | -4.83% | 12.02%-16.8pp | 26.14%-31.0pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,043 | $2,841-63.3% | $4,608-77.4% | $2,203-52.7% |
| Participant deferral / active EE | $1,813 | $4,783-62.1% | $6,026-69.9% | $3,192-43.2% |
| Admin fee / account holder | $845 | $4,927-82.8% | $8,175-89.7% | $4,297-80.3% |