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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 | $12,858 | $53,128-75.8% | $86,581-85.1% | $70,124-81.7% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 11.44% | 27.66%-16.2pp | 965.06%-953.6pp | 73.14%-61.7pp |
| Employer contribution / active EE | $236 | $2,068-88.6% | $2,840-91.7% | $2,342-89.9% |
| Participant deferral / active EE | $717 | $2,695-73.4% | $3,609-80.1% | $3,332-78.5% |
| Admin fee / account holder | $3,877 | $3,584+8.2% | $4,904-20.9% | $4,645-16.5% |