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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 | $34,362 | $79,181-56.6% | $102,423-66.5% | $74,429-53.8% |
| Participation rate | 66.4% | 74.8%-8.4pp | 76.5%-10.1pp | 67.2%-0.8pp |
| Annual return | 9.83% | 54.97%-45.1pp | 29.42%-19.6pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $1,023 | $2,362-56.7% | $3,023-66.2% | $2,625-61.0% |
| Participant deferral / active EE | $2,001 | $4,416-54.7% | $5,054-60.4% | $4,348-54.0% |
| Admin fee / account holder | $38,379 | $2,002+1817.2% | $9,455+305.9% | $1,944+1873.9% |