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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 | $14,491 | $80,992-82.1% | $96,534-85.0% | $75,173-80.7% |
| Participation rate | 47.4% | 71.8%-24.4pp | 76.0%-28.6pp | 67.2%-19.8pp |
| Annual return | 12.58% | 27.05%-14.5pp | 25.88%-13.3pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,148 | $2,283-49.7% | $2,965-61.3% | $2,671-57.0% |
| Participant deferral / active EE | $1,532 | $3,929-61.0% | $4,851-68.4% | $4,126-62.9% |
| Admin fee / account holder | $3,534 | $6,717-47.4% | $8,253-57.2% | $5,651-37.5% |