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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 | $18,286 | $72,404-74.7% | $110,243-83.4% | $64,173-71.5% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.3pp |
| Annual return | -8.80% | -6.29%-2.5pp | 314.76%-323.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,179 | $2,282-48.3% | $3,827-69.2% | $2,381-50.5% |
| Participant deferral / active EE | $1,544 | $3,469-55.5% | $4,672-67.0% | $3,470-55.5% |
| Admin fee / account holder | $1,333 | $5,664-76.5% | $8,548-84.4% | $4,887-72.7% |