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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 | $36,647 | $139,421-73.7% | $239,577-84.7% | $116,462-68.5% |
| Participation rate | 42.9% | 75.0%-32.1pp | 82.1%-39.2pp | 74.7%-31.8pp |
| Annual return | 10.60% | 15.58%-5.0pp | -0.70%+11.3pp | 15.65%-5.1pp |
| Employer contribution / active EE | $2,300 | $4,487-48.7% | $7,232-68.2% | $3,231-28.8% |
| Participant deferral / active EE | $748 | $4,296-82.6% | $5,676-86.8% | $3,836-80.5% |
| Admin fee / account holder | $3,112 | $21,515-85.5% | $19,315-83.9% | $12,754-75.6% |