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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 | $11,222 | $41,377-72.9% | $109,313-89.7% | $62,881-82.2% |
| Participation rate | 40.8% | 57.5%-16.8pp | 71.3%-30.5pp | 69.3%-28.5pp |
| Annual return | 4.43% | 11.05%-6.6pp | 22.07%-17.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $302 | $1,276-76.3% | $3,892-92.2% | $2,281-86.8% |
| Participant deferral / active EE | $482 | $2,045-76.4% | $3,166-84.8% | $3,203-84.9% |
| Admin fee / account holder | $1,673 | $2,884-42.0% | $5,666-70.5% | $4,296-61.1% |