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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 | $23,366 | $80,753-71.1% | $136,298-82.9% | $62,293-62.5% |
| Participation rate | 47.6% | 73.5%-26.0pp | 81.9%-34.3pp | 69.5%-21.9pp |
| Annual return | 15.03% | 35.83%-20.8pp | 5156.27%-5141.2pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,055 | $5,164-60.2% | $6,247-67.1% | $3,169-35.1% |
| Admin fee / account holder | $696 | $525+32.5% | $9,244-92.5% | $479+45.2% |