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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 | $21,290 | $98,776-78.4% | $149,745-85.8% | $79,856-73.3% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.6%-1.2pp |
| Annual return | 11.97% | 27.38%-15.4pp | 276.72%-264.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,389 | $3,217-56.8% | $4,646-70.1% | $2,471-43.8% |
| Participant deferral / active EE | $1,516 | $5,681-73.3% | $6,843-77.8% | $3,741-59.5% |
| Admin fee / account holder | $1,427 | $6,053-76.4% | $9,312-84.7% | $5,306-73.1% |