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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 | $18,937 | $93,345-79.7% | $119,126-84.1% | $87,485-78.4% |
| Participation rate | 68.1% | 68.7%-0.7pp | 75.8%-7.7pp | 68.9%-0.8pp |
| Annual return | 10.61% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $8,630 | $3,172+172.1% | $4,034+113.9% | $2,596+232.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,274 | $8,039-84.2% | $10,693-88.1% | $7,775-83.6% |