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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 | $13,647 | $156,398-91.3% | $147,318-90.7% | $138,895-90.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 8.20% | 78.75%-70.5pp | 70.43%-62.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,166 | $4,853-76.0% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $1,730 | $8,237-79.0% | $7,906-78.1% | $6,396-73.0% |
| Admin fee / account holder | $5,658 | $14,976-62.2% | $13,708-58.7% | $12,562-55.0% |