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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 | $20,155 | $72,273-72.1% | $101,275-80.1% | $79,856-74.8% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 8.97% | 22.30%-13.3pp | 46.48%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,047 | $2,691-61.1% | $3,660-71.4% | $2,471-57.6% |
| Participant deferral / active EE | $219 | $3,282-93.3% | $4,371-95.0% | $3,741-94.1% |
| Admin fee / account holder | $4,156 | $4,401-5.6% | $5,948-30.1% | $5,306-21.7% |