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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 | $18,286 | $117,829-84.5% | $102,423-82.1% | $145,877-87.5% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 7.59% | 31.83%-24.2pp | 29.42%-21.8pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,243 | $3,615-65.6% | $3,023-58.9% | $4,663-73.3% |
| Participant deferral / active EE | $1,243 | $5,732-78.3% | $5,054-75.4% | $6,691-81.4% |
| Admin fee / account holder | $18,085 | $13,335+35.6% | $9,455+91.3% | $13,402+34.9% |