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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 | $17,178 | $65,704-73.9% | $94,229-81.8% | $59,633-71.2% |
| Participation rate | 51.1% | 72.1%-21.1pp | 78.8%-27.7pp | 68.7%-17.6pp |
| Annual return | -2.98% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $877 | $2,021-56.6% | $3,587-75.6% | $2,203-60.2% |
| Participant deferral / active EE | $1,266 | $3,143-59.7% | $4,320-70.7% | $3,192-60.3% |
| Admin fee / account holder | $316 | $4,265-92.6% | $6,269-95.0% | $4,297-92.7% |