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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 | $9,779 | $85,171-88.5% | $172,752-94.3% | $72,975-86.6% |
| Participation rate | 32.8% | 70.1%-37.3pp | 82.6%-49.9pp | 69.5%-36.7pp |
| Annual return | 13.42% | 27.32%-13.9pp | 802.97%-789.5pp | 81.01%-67.6pp |
| Employer contribution / active EE | $808 | $3,324-75.7% | $5,144-84.3% | $2,440-66.9% |
| Participant deferral / active EE | $338 | $3,260-89.6% | $5,198-93.5% | $3,608-90.6% |
| Admin fee / account holder | $1,170 | $5,880-80.1% | $13,955-91.6% | $5,124-77.2% |