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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 | $10,095 | $76,551-86.8% | $123,894-91.9% | $62,881-83.9% |
| Participation rate | 34.9% | 73.0%-38.1pp | 81.4%-46.5pp | 69.3%-34.4pp |
| Annual return | 2.15% | 18.68%-16.5pp | 47.52%-45.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $455 | $2,882-84.2% | $4,617-90.1% | $2,281-80.1% |
| Participant deferral / active EE | $2,034 | $4,840-58.0% | $5,984-66.0% | $3,203-36.5% |
| Admin fee / account holder | $609 | $4,826-87.4% | $8,357-92.7% | $4,296-85.8% |