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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 | $12,690 | $115,814-89.0% | $101,275-87.5% | $158,982-92.0% |
| Participation rate | 27.3% | 79.4%-52.1pp | 75.8%-48.5pp | 82.0%-54.7pp |
| Annual return | 4.66% | 56.16%-51.5pp | 46.48%-41.8pp | 302.99%-298.3pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $669 | $4,958-86.5% | $4,371-84.7% | $5,983-88.8% |
| Admin fee / account holder | $27,924 | $7,249+285.2% | $5,948+369.5% | $11,252+148.2% |