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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 | $11,643 | $54,757-78.7% | $90,304-87.1% | $72,975-84.0% |
| Participation rate | 64.5% | 65.2%-0.7pp | 73.3%-8.8pp | 69.5%-5.0pp |
| Annual return | 5.14% | 30.63%-25.5pp | 78.13%-73.0pp | 81.01%-75.9pp |
| Employer contribution / active EE | $543 | $2,093-74.0% | $2,855-81.0% | $2,440-77.7% |
| Participant deferral / active EE | $559 | $2,887-80.7% | $3,885-85.6% | $3,608-84.5% |
| Admin fee / account holder | $1,038 | $3,973-73.9% | $5,354-80.6% | $5,124-79.7% |