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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 | $17,566 | $88,707-80.2% | $74,184-76.3% | $273,972-93.6% |
| Participation rate | 59.1% | 79.4%-20.4pp | 76.6%-17.5pp | 83.0%-23.9pp |
| Annual return | -2.17% | 11.94%-14.1pp | 17.74%-19.9pp | 41.46%-43.6pp |
| Employer contribution / active EE | $737 | $3,159-76.7% | $2,370-68.9% | $4,869-84.9% |
| Participant deferral / active EE | $953 | $4,212-77.4% | $3,550-73.2% | $5,287-82.0% |
| Admin fee / account holder | $490 | $8,717-94.4% | $5,586-91.2% | $10,133-95.2% |