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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 | $10,845 | $59,186-81.7% | $76,768-85.9% | $56,287-80.7% |
| Participation rate | 55.6% | 75.2%-19.7pp | 77.0%-21.4pp | 69.9%-14.3pp |
| Annual return | -8.06% | 6.62%-14.7pp | 2.43%-10.5pp | -9.96%+1.9pp |
| Employer contribution / active EE | $785 | $1,759-55.4% | $2,485-68.4% | $2,111-62.8% |
| Participant deferral / active EE | $1,043 | $3,255-67.9% | $3,852-72.9% | $3,350-68.9% |
| Admin fee / account holder | $1,269 | $489+159.4% | $6,675-81.0% | $521+143.6% |