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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 | $12,642 | $93,617-86.5% | $135,982-90.7% | $75,177-83.2% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 14.28% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.5pp |
| Employer contribution / active EE | $988 | $3,538-72.1% | $4,859-79.7% | $2,671-63.0% |
| Participant deferral / active EE | $211 | $6,406-96.7% | $7,760-97.3% | $4,126-94.9% |
| Admin fee / account holder | $312 | $6,980-95.5% | $10,767-97.1% | $5,651-94.5% |