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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 | $33,923 | $97,550-65.2% | $120,344-71.8% | $87,485-61.2% |
| Participation rate | 23.4% | 72.8%-49.4pp | 76.7%-53.3pp | 68.9%-45.5pp |
| Annual return | 10.06% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-16.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $870 | $4,230-79.4% | $5,135-83.1% | $4,274-79.6% |
| Admin fee / account holder | $29,453 | $9,543+208.7% | $12,742+131.2% | $7,775+278.8% |