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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 | $9,827 | $77,638-87.3% | $156,551-93.7% | $62,881-84.4% |
| Participation rate | 21.4% | 71.2%-49.8pp | 84.0%-62.6pp | 69.3%-47.9pp |
| Annual return | 1.96% | 50.33%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $368 | $3,444-89.3% | $5,501-93.3% | $2,281-83.9% |
| Participant deferral / active EE | $611 | $3,046-79.9% | $4,871-87.5% | $3,203-80.9% |
| Admin fee / account holder | $2,235 | $5,561-59.8% | $13,028-82.8% | $4,296-48.0% |