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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 | $20,563 | $81,487-74.8% | $102,412-79.9% | $80,935-74.6% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.7%-46.2pp |
| Annual return | 7.24% | 25.60%-18.4pp | 24.94%-17.7pp | 35.66%-28.4pp |
| Employer contribution / active EE | $966 | $3,103-68.9% | $3,870-75.0% | $2,757-65.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,100 | $6,717-83.6% | $8,388-86.9% | $6,924-84.1% |