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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 | $25,970 | $146,267-82.2% | $197,124-86.8% | $82,448-68.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 86.7%-46.7pp | 68.1%-28.1pp |
| Annual return | 9.34% | 29.61%-20.3pp | 44.34%-35.0pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $827 | $7,035-88.2% | $9,135-90.9% | $4,139-80.0% |
| Admin fee / account holder | $3,103 | $14,422-78.5% | $16,298-81.0% | $7,234-57.1% |