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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 | $5,559 | $52,467-89.4% | $57,196-90.3% | $55,167-89.9% |
| Participation rate | 61.9% | 75.8%-13.9pp | 75.3%-13.4pp | 69.0%-7.1pp |
| Annual return | -0.27% | 7.72%-8.0pp | 14.59%-14.9pp | 169.23%-169.5pp |
| Employer contribution / active EE | $971 | $2,477-60.8% | $2,683-63.8% | $1,963-50.5% |
| Participant deferral / active EE | $547 | $2,830-80.7% | $3,096-82.3% | $3,054-82.1% |
| Admin fee / account holder | $483 | $269+79.4% | $3,141-84.6% | $504-4.2% |