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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 | $11,327 | $65,555-82.7% | $86,216-86.9% | $75,173-84.9% |
| Participation rate | 66.1% | 60.5%+5.6pp | 69.0%-2.9pp | 67.2%-1.1pp |
| Annual return | 12.34% | 46.07%-33.7pp | 1169.42%-1157.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $2,073 | $1,553+33.5% | $2,382-12.9% | $2,671-22.4% |
| Participant deferral / active EE | $404 | $3,023-86.6% | $3,986-89.9% | $4,126-90.2% |
| Admin fee / account holder | $3,113 | $5,469-43.1% | $6,853-54.6% | $5,651-44.9% |