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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 | $12,158 | $54,541-77.7% | $78,778-84.6% | $70,126-82.7% |
| Participation rate | 43.8% | 60.8%-17.0pp | 69.2%-25.4pp | 69.5%-25.8pp |
| Annual return | 10.19% | 21.07%-10.9pp | 35.62%-25.4pp | 73.15%-63.0pp |
| Employer contribution / active EE | $298 | $1,089-72.6% | $1,986-85.0% | $2,343-87.3% |
| Participant deferral / active EE | $379 | $2,210-82.9% | $2,958-87.2% | $3,332-88.6% |
| Admin fee / account holder | $2,226 | $3,709-40.0% | $5,134-56.6% | $4,645-52.1% |